Paloma Partners’s Lennar Class A LEN Stock Holding History

Paloma Partners’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	-10,847	Closed	-$1.57M	–	1447
2024 Q2	$1.57M	Buy	+10,847	New	+$1.65M	0.04%	400
2023 Q4	–	Sell	-8,781	Closed	-$954K	–	836
2023 Q3	$954K	Sell	8,781 -1,136	-11%	-$133K	0.03%	379
2023 Q2	$1.2M	Buy	+9,917	New	+$1.08M	0.04%	324
2022 Q4	–	Sell	-10,743	Closed	-$775K	–	1050
2022 Q3	$775K	Buy	+10,743	New	+$834K	0.04%	387
2018 Q3	–	Sell	-17,045	Closed	-$866K	–	1751
2018 Q2	$866K	Sell	17,045 -32,539	-66%	-$1.7M	0.02%	771
2018 Q1	$2.83M	Sell	49,584 -53,716	-52%	-$3.24M	0.04%	388
2017 Q4	$6.32M	Sell	103,300 -48,716	-32%	-$2.77M	0.09%	209
2017 Q3	$7.64M	Buy	152,016 +122,600	+417%	+$6.11M	0.11%	174
2017 Q2	$1.49M	Sell	29,416 -4,202	-12%	-$207K	0.02%	954
2017 Q1	$1.64M	Sell	33,618 -15,128	-31%	-$686K	0.02%	917
2016 Q4	$1.99M	Sell	48,746 -67,971	-58%	-$2.75M	0.02%	673
2016 Q3	$4.7M	Buy	116,717 +74,695	+178%	+$3.31M	0.06%	208
2016 Q2	$1.84M	Hold	42,022	–	–	0.02%	780
2016 Q1	$1.93M	Buy	+42,022	New	+$1.72M	0.03%	500

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

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return