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Meridian Wealth Management’s Lennar Class A LEN Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-4,657
Closed -$524K – 417
2021
Q4 		$524K Sell
4,657
-198
-4% -$20.2K 0.06% 239
2021
Q3 		$440K Buy
4,855
+2,708
+126% +$268K 0.05% 246
2021
Q2 		$206K Buy
+2,147
New +$207K 0.03% 367

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meridian Wealth Management's LEN Position: Q1 2022 in Review

Meridian Wealth Management sold out of Lennar Class A (LEN) in Q1 2022, closing a stake of 4,657 shares — an estimated $524K sold.

Meridian Wealth Management first reported a position in LEN in Q2 2021 and held it in 3 quarters. The position peaked at $524K in Q4 2021. 762 funds tracked by Wall St. Rank hold LEN as of Q1 2022.

  • Meridian Wealth Management reported no remaining Lennar Class A position as of Q1 2022 after selling out during the quarter.
  • Meridian Wealth Management sold 4,657 Lennar Class A shares in Q1 2022, an estimated $524K.
  • Meridian Wealth Management first reported a position in Lennar Class A in Q2 2021 and held it in 3 quarters.
  • Meridian Wealth Management's Lennar Class A position peaked at $524K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2022.

Based on Meridian Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.