Optimal Asset Management’s Lennar Class A LEN Stock Holding History

Optimal Asset Management’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 Q3	$2.73M	Buy	30,147 +17	+0.1%	+$1.68K	0.34%	103
2021 Q2	$2.9M	Hold	30,130	–	–	0.34%	107
2021 Q1	$2.95M	Buy	30,130 +19,368	+180%	+$1.63M	0.38%	90
2020 Q4	$794K	Sell	10,762 -42	-0.4%	-$3.15K	0.11%	279
2020 Q3	$854K	Buy	10,804 +5,081	+89%	+$361K	0.12%	252
2020 Q2	$341K	Buy	+5,723	New	+$292K	0.06%	368

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Optimal Asset Management's LEN Position: Q3 2021 in Review

Optimal Asset Management increased its Lennar Class A (LEN) stake by 0.06% in Q3 2021, buying an estimated $1.68K and bringing the position to 30,147 shares worth $2.73M. The position accounts for 0.34% of the portfolio, ranked #103.

Optimal Asset Management first reported a position in LEN in Q2 2020 and has held it in 6 quarters since. The position peaked at $2.95M in Q1 2021. 744 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

Optimal Asset Management held 30,147 shares of Lennar Class A worth $2.73M as of Q3 2021.
Optimal Asset Management bought 17 Lennar Class A shares in Q3 2021, an estimated $1.68K.
Lennar Class A made up 0.34% of Optimal Asset Management's portfolio in Q3 2021, its #103 holding.
Optimal Asset Management first reported a position in Lennar Class A in Q2 2020 and has held it in 6 quarters since.
Optimal Asset Management's Lennar Class A position peaked at $2.95M in Q1 2021.
744 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.