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Muhlenkamp & Co’s Lennar Class A LEN Stock Holding History

Muhlenkamp & Co’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
Q2 		– Sell
-71,139
Closed -$5.59M – 29
2022
Q1 		$5.59M Buy
71,139
+651
+0.9% +$58.7K 1.95% 25
2021
Q4 		$7.93M Sell
70,488
-60
-0.1% -$6.13K 2.76% 19
2021
Q3 		$6.4M Sell
70,548
-117
-0.2% -$11.6K 2.46% 24
2021
Q2 		$6.8M Buy
70,665
+117
+0.2% +$11.3K 2.49% 24
2021
Q1 		$7.14M Sell
70,548
-25,774
-27% -$2.17M 2.64% 21
2020
Q4 		$7.11M Buy
96,322
+632
+0.7% +$47.3K 2.86% 20
2020
Q3 		$7.57M Buy
95,690
+407
+0.4% +$28.9K 3.92% 11
2020
Q2 		$5.68M Buy
+95,283
New +$4.87M 3.04% 16
2019
Q4 		$5.14M Buy
+95,098
New +$5.42M 2.24% 23

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Muhlenkamp & Co's LEN Position: Q2 2022 in Review

Muhlenkamp & Co sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 71,139 shares — an estimated $5.59M sold.

Muhlenkamp & Co first reported a position in LEN in Q4 2019 and held it in 9 quarters. The position peaked at $7.93M in Q4 2021. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

  • Muhlenkamp & Co reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
  • Muhlenkamp & Co sold 71,139 Lennar Class A shares in Q2 2022, an estimated $5.59M.
  • Muhlenkamp & Co first reported a position in Lennar Class A in Q4 2019 and held it in 9 quarters.
  • Muhlenkamp & Co's Lennar Class A position peaked at $7.93M in Q4 2021.
  • 724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Muhlenkamp & Co's 13F filing for Q2 2022, filed 18 Jul 2022.