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Optimum Investment Advisors’s Lennar Class A LEN Stock Holding History

Optimum Investment Advisors’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 		– Sell
-1,085
Closed -$104K – 883
2021
Q2 		$104K Sell
1,085
-6,094
-85% -$589K 0.03% 371
2021
Q1 		$704K Hold
7,179
– – 0.21% 108
2020
Q4 		$530K Hold
7,179
– – 0.16% 129
2020
Q3 		$568K Buy
7,179
+310
+5% +$22K 0.19% 118
2020
Q2 		$410K Buy
6,869
+516
+8% +$26.4K 0.14% 149
2020
Q1 		$235K Buy
6,353
+1,085
+21% +$61.4K 0.1% 197
2019
Q4 		$285K Hold
5,268
– – 0.08% 223
2019
Q3 		$285K Hold
5,268
– – 0.09% 216
2019
Q2 		$247K Hold
5,268
– – 0.08% 240
2019
Q1 		$250K Buy
5,268
+619
+13% +$28K 0.08% 236
2018
Q4 		$176K Sell
4,649
-2,066
-31% -$84.2K 0.06% 275
2018
Q3 		$303K Buy
6,715
+414
+7% +$20.9K 0.08% 234
2018
Q2 		$320K Hold
6,301
– – 0.09% 219
2018
Q1 		$360K Sell
6,301
-414
-6% -$25K 0.11% 194
2017
Q4 		$411K Sell
6,715
-114
-2% -$6.48K 0.13% 188
2017
Q3 		$343K Hold
6,829
– – 0.11% 205
2017
Q2 		$347K Hold
6,829
– – 0.12% 198
2017
Q1 		$333K Buy
6,829
+526
+8% +$23.8K 0.12% 204
2016
Q4 		$258K Hold
6,303
– – 0.1% 232
2016
Q3 		$254K Buy
6,303
+735
+13% +$32.6K 0.1% 238
2016
Q2 		$244K Hold
5,568
– – 0.09% 234
2016
Q1 		$256K Buy
5,568
+420
+8% +$17.2K 0.1% 218
2015
Q4 		$240K Hold
5,148
– – 0.09% 233
2015
Q3 		$236K Buy
+5,148
New +$253K 0.1% 229
2015
Q1 		$212K Hold
4,307
– – 0.07% 275
2014
Q4 		$184K Buy
4,307
+525
+14% +$21.7K 0.06% 281
2014
Q3 		$140K Hold
3,782
– – 0.05% 310
2014
Q2 		$151K Hold
3,782
– – 0.05% 297
2014
Q1 		$143K Buy
+3,782
New +$145K 0.05% 262

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimum Investment Advisors's LEN Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Lennar Class A (LEN) in Q3 2021, closing a stake of 1,085 shares — an estimated $104K sold.

Optimum Investment Advisors first reported a position in LEN in Q1 2014 and held it in 29 quarters. The position peaked at $704K in Q1 2021. 745 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Lennar Class A position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,085 Lennar Class A shares in Q3 2021, an estimated $104K.
  • Optimum Investment Advisors first reported a position in Lennar Class A in Q1 2014 and held it in 29 quarters.
  • Optimum Investment Advisors's Lennar Class A position peaked at $704K in Q1 2021.
  • 745 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.