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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
2018
Q1 		– Sell
-8,367
Closed -$512K – 55
2017
Q4 		$512K Sell
8,367
-143
-2% -$8.13K 0.15% 48
2017
Q3 		$428K Hold
8,510
– – 0.13% 53
2017
Q2 		$432K Hold
8,510
– – 0.14% 54
2017
Q1 		$415K Hold
8,510
– – 0.13% 58
2016
Q4 		$348K Buy
+8,510
New +$344K 0.11% 60

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.