Moody National Bank Trust Division’s Lennar Class A LEN Stock Holding History

Moody National Bank Trust Division’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 Q4	–	Sell	-2,478	Closed	-$269K	–	588
2023 Q3	$269K	Sell	2,478 -45	-2%	-$5.28K	0.02%	525
2023 Q2	$306K	Hold	2,523	–	–	0.02%	505
2023 Q1	$257K	Hold	2,523	–	–	0.02%	537
2022 Q4	$221K	Buy	+2,523	New	+$204K	0.02%	552
2019 Q2	–	Sell	-497	Closed	-$24K	–	695
2019 Q1	$24K	Hold	497	–	–	﹤0.01%	508
2018 Q4	$19K	Buy	+497	New	+$20.3K	﹤0.01%	477

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Moody National Bank Trust Division's LEN Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 2,478 shares — an estimated $269K sold.

Moody National Bank Trust Division first reported a position in LEN in Q4 2018 and held it in 6 quarters. The position peaked at $306K in Q2 2023. 947 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

Moody National Bank Trust Division reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 2,478 Lennar Class A shares in Q4 2023, an estimated $269K.
Moody National Bank Trust Division first reported a position in Lennar Class A in Q4 2018 and held it in 6 quarters.
Moody National Bank Trust Division's Lennar Class A position peaked at $306K in Q2 2023.
947 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.