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Loring Wolcott & Coolidge Fiduciary Advisors’s Lennar Class A LEN Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022
Q3 		– Sell
-9
Closed – – 619
2022
Q2 		$0 Buy
+9
New +$659 ﹤0.01% 659
2019
Q3 		– Sell
-67
Closed -$3K – 710
2019
Q2 		$3K Hold
67
– – ﹤0.01% 644
2019
Q1 		$3K Buy
+67
New +$3.03K ﹤0.01% 622

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LEN Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 9 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LEN in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2019. 702 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 9 Lennar Class A shares in Q3 2022.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Lennar Class A in Q1 2019 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Lennar Class A position peaked at $3K in Q2 2019.
  • 702 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.