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Next Financial Group’s Lennar Class A LEN Stock Holding History

Next Financial Group’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
2021
Q4 		$168K Sell
1,493
-446
-23% -$45.6K 0.01% 959
2021
Q3 		$176K Buy
1,939
+417
+27% +$41.3K 0.01% 894
2021
Q2 		$146K Buy
1,522
+63
+4% +$6.09K 0.01% 948
2021
Q1 		$143K Buy
1,459
+236
+19% +$19.8K 0.01% 886
2020
Q4 		$90K Buy
1,223
+434
+55% +$32.5K 0.01% 992
2020
Q3 		$62K Buy
+789
New +$56K 0.01% 1030
2020
Q2 		– Sell
-502
Closed -$19K – 1312
2020
Q1 		$19K Buy
502
+190
+61% +$10.8K ﹤0.01% 1295
2019
Q4 		$17K Buy
312
+32
+11% +$1.82K ﹤0.01% 1590
2019
Q3 		$15K Hold
280
– – ﹤0.01% 1556
2019
Q2 		$13K Hold
280
– – ﹤0.01% 1605
2019
Q1 		$13K Sell
280
-183
-40% -$8.28K ﹤0.01% 1059
2018
Q4 		$18K Buy
463
+97
+27% +$3.95K ﹤0.01% 1132
2018
Q3 		$17K Buy
+366
New +$18.4K 0.01% 838
2017
Q4 		– Sell
-58
Closed -$3K – 898
2017
Q3 		$3K Hold
58
– – ﹤0.01% 1544
2017
Q2 		$3K Sell
58
-735
-93% -$36.2K ﹤0.01% 1673
2017
Q1 		$38K Sell
793
-536
-40% -$24.3K 0.01% 811
2016
Q4 		$54K Hold
1,329
– – 0.01% 932
2016
Q3 		$54K Buy
1,329
+383
+40% +$17K 0.01% 915
2016
Q2 		$41K Buy
946
+106
+13% +$4.64K 0.01% 711
2016
Q1 		$38K Sell
840
-27
-3% -$1.11K 0.01% 706
2015
Q4 		$40K Sell
867
-148
-15% -$7.05K 0.01% 685
2015
Q3 		$46K Buy
1,015
+552
+119% +$27.1K 0.02% 654
2015
Q2 		$22K Buy
463
+1
+0.2% +$46 0.01% 969
2015
Q1 		$22K Hold
462
– – 0.01% 954
2014
Q4 		$20K Sell
462
-1,151
-71% -$47.7K 0.01% 979
2014
Q3 		$60K Buy
1,613
+1,424
+753% +$52.9K 0.01% 858
2014
Q2 		$7K Buy
+189
New +$7.17K ﹤0.01% 851

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Next Financial Group's LEN Position: Q4 2021 in Review

Next Financial Group reduced its Lennar Class A (LEN) stake by 23% in Q4 2021, selling an estimated $45.6K and leaving 1,493 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #959.

Next Financial Group first reported a position in LEN in Q2 2014 and has held it in 27 quarters since. The position peaked at $176K in Q3 2021. 818 funds tracked by Wall St. Rank hold LEN as of Q4 2021.

  • Next Financial Group held 1,493 shares of Lennar Class A worth $168K as of Q4 2021.
  • Next Financial Group sold 446 Lennar Class A shares in Q4 2021, an estimated $45.6K.
  • Lennar Class A made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #959 holding.
  • Next Financial Group first reported a position in Lennar Class A in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Lennar Class A position peaked at $176K in Q3 2021.
  • 818 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.