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NWAM LLC’s Lennar Class A LEN Stock Holding History

NWAM LLC’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
Q4 		– Sell
-26,337
Closed -$1.9M – 529
2022
Q3 		$1.9M Buy
+26,337
New +$2.05M 0.18% 118
2020
Q3 		– Sell
-6,761
Closed -$403K – 344
2020
Q2 		$403K Sell
6,761
-6,100
-47% -$312K 0.06% 276
2020
Q1 		$476 Buy
+12,861
New +$728K 0.01% 234

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

NWAM LLC's LEN Position: Q4 2022 in Review

NWAM LLC sold out of Lennar Class A (LEN) in Q4 2022, closing a stake of 26,337 shares — an estimated $1.9M sold.

NWAM LLC first reported a position in LEN in Q1 2020 and held it in 3 quarters. The position peaked at $1.9M in Q3 2022. 762 funds tracked by Wall St. Rank hold LEN as of Q4 2022.

  • NWAM LLC reported no remaining Lennar Class A position as of Q4 2022 after selling out during the quarter.
  • NWAM LLC sold 26,337 Lennar Class A shares in Q4 2022, an estimated $1.9M.
  • NWAM LLC first reported a position in Lennar Class A in Q1 2020 and held it in 3 quarters.
  • NWAM LLC's Lennar Class A position peaked at $1.9M in Q3 2022.
  • 762 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.