McCarthy Asset Management’s Lennar Class A LEN Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-620	Closed	-$49K	–	172
2022 Q1	$49K	Hold	620	–	–	0.03%	80
2021 Q4	$70K	Sell	620 -17	-3%	-$1.74K	0.05%	68
2021 Q3	$58K	Hold	637	–	–	0.04%	74
2021 Q2	$61K	Sell	637 -9	-1%	-$869	0.04%	79
2021 Q1	$63K	Sell	646 -10	-2%	-$841	0.05%	78
2020 Q4	$48K	Buy	+656	New	+$49.1K	0.04%	92

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

McCarthy Asset Management's LEN Position: Q2 2022 in Review

McCarthy Asset Management sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 620 shares — an estimated $49K sold.

McCarthy Asset Management first reported a position in LEN in Q4 2020 and held it in 6 quarters. The position peaked at $70K in Q4 2021. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

McCarthy Asset Management reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 620 Lennar Class A shares in Q2 2022, an estimated $49K.
McCarthy Asset Management first reported a position in Lennar Class A in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Lennar Class A position peaked at $70K in Q4 2021.
724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.