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Pacific Capital Wealth Advisors’s Lennar Class A LEN Stock Holding History

Pacific Capital Wealth 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
2024
Q3 		– Sell
-29
Closed -$4.2K – 559
2024
Q2 		$4.2K Buy
+29
New +$4.41K ﹤0.01% 400
2020
Q4 		– Sell
-366
Closed -$29K – 133
2020
Q3 		$29K Buy
+366
New +$26K 0.02% 127

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's LEN Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 29 shares — an estimated $4.2K sold.

Pacific Capital Wealth Advisors first reported a position in LEN in Q3 2020 and held it in 2 quarters. The position peaked at $29K in Q3 2020. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 29 Lennar Class A shares in Q3 2024, an estimated $4.2K.
  • Pacific Capital Wealth Advisors first reported a position in Lennar Class A in Q3 2020 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Lennar Class A position peaked at $29K in Q3 2020.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.