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

MinichMacGregor 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
2023 Q1	–	Sell	-62	Closed	-$5.43K	–	386
2022 Q4	$5.43K	Buy	+62	New	+$5.02K	﹤0.01%	476
2018 Q4	–	Sell	-62	Closed	-$2K	–	315
2018 Q3	$2K	Hold	62	–	–	﹤0.01%	453
2018 Q2	$3K	Hold	62	–	–	﹤0.01%	424
2018 Q1	$3K	Sell	62 -10	-14%	-$603	﹤0.01%	405
2017 Q4	$4K	Sell	72 -14	-16%	-$796	﹤0.01%	384
2017 Q3	$4K	Hold	86	–	–	﹤0.01%	362
2017 Q2	$4K	Hold	86	–	–	﹤0.01%	358
2017 Q1	$4K	Buy	86 +2	+2%	+$91	﹤0.01%	355
2016 Q4	$3K	Hold	84	–	–	﹤0.01%	364
2016 Q3	$3K	Buy	84 +1	+1%	+$44	﹤0.01%	361
2016 Q2	$3K	Buy	83 +2	+2%	+$88	﹤0.01%	350
2016 Q1	$3K	Buy	81 +18	+29%	+$738	﹤0.01%	341
2015 Q4	$2K	Buy	+63	New	+$3K	﹤0.01%	330

Other funds holding LEN

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Aristotle Capital Management

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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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