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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MinichMacGregor Wealth Management's LEN Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 62 shares — an estimated $5.43K sold.

MinichMacGregor Wealth Management first reported a position in LEN in Q4 2015 and held it in 13 quarters. The position peaked at $5.43K in Q4 2022. 785 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 62 Lennar Class A shares in Q1 2023, an estimated $5.43K.
MinichMacGregor Wealth Management first reported a position in Lennar Class A in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Lennar Class A position peaked at $5.43K in Q4 2022.
785 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.