LOIM
LEN icon

Liberty One Investment Management’s Lennar Class A LEN Stock Holding History

Liberty One Investment Management’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-130
Closed -$15.8K – 164
2023
Q2 		$15.8K Buy
130
+1
+0.8% +$109 ﹤0.01% 137
2023
Q1 		$13.1K Hold
129
– – ﹤0.01% 140
2022
Q4 		$11.3K Buy
129
+1
+0.8% +$81 ﹤0.01% 142
2022
Q3 		$9K Sell
128
-3,338
-96% -$259K ﹤0.01% 144
2022
Q2 		$333K Buy
3,466
+3,339
+2,629% +$245K 0.06% 113
2022
Q1 		$10K Sell
127
-2,359
-95% -$213K ﹤0.01% 146
2021
Q4 		$280K Sell
2,486
-826
-25% -$84.4K 0.04% 119
2021
Q3 		$300K Sell
3,312
-154
-4% -$15.2K 0.05% 120
2021
Q2 		$333K Buy
3,466
+657
+23% +$63.5K 0.06% 116
2021
Q1 		$275K Buy
2,809
+1,261
+81% +$106K 0.05% 116
2020
Q4 		$114K Buy
1,548
+407
+36% +$30.5K 0.02% 126
2020
Q3 		$90K Buy
1,141
+471
+70% +$33.4K 0.02% 115
2020
Q2 		$40K Buy
+670
New +$34.2K 0.01% 125

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty One Investment Management's LEN Position: Q3 2023 in Review

Liberty One Investment Management sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 130 shares — an estimated $15.8K sold.

Liberty One Investment Management first reported a position in LEN in Q2 2020 and held it in 13 quarters. The position peaked at $333K in Q2 2022. 873 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Liberty One Investment Management reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Liberty One Investment Management sold 130 Lennar Class A shares in Q3 2023, an estimated $15.8K.
  • Liberty One Investment Management first reported a position in Lennar Class A in Q2 2020 and held it in 13 quarters.
  • Liberty One Investment Management's Lennar Class A position peaked at $333K in Q2 2022.
  • 873 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Liberty One Investment Management's 13F filing for Q3 2023, filed 3 Nov 2023.