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Mitchell & Pahl Private Wealth’s Lennar Class A LEN Stock Holding History

Mitchell & Pahl Private Wealth’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
Q3 		– Sell
-1,658
Closed -$201K – 151
2023
Q2 		$201K Sell
1,658
-842
-34% -$91.9K 0.12% 151
2023
Q1 		$254K Buy
+2,500
New +$241K 0.16% 145
2022
Q3 		– Sell
-4,489
Closed -$307K – 157
2022
Q2 		$307K Buy
+4,489
New +$329K 0.21% 131

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Mitchell & Pahl Private Wealth's LEN Position: Q3 2023 in Review

Mitchell & Pahl Private Wealth sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 1,658 shares — an estimated $201K sold.

Mitchell & Pahl Private Wealth first reported a position in LEN in Q2 2022 and held it in 3 quarters. The position peaked at $307K in Q2 2022. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Mitchell & Pahl Private Wealth reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Mitchell & Pahl Private Wealth sold 1,658 Lennar Class A shares in Q3 2023, an estimated $201K.
  • Mitchell & Pahl Private Wealth first reported a position in Lennar Class A in Q2 2022 and held it in 3 quarters.
  • Mitchell & Pahl Private Wealth's Lennar Class A position peaked at $307K in Q2 2022.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2023, filed 31 Oct 2023.