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Patriot Financial Group Insurance Agency’s Lennar Class A LEN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-224
Closed -$15K – 1265
2022
Q2 		$15K Sell
224
-66
-23% -$4.84K ﹤0.01% 1105
2022
Q1 		$23K Sell
290
-699
-71% -$63K ﹤0.01% 1034
2021
Q4 		$111K Sell
989
-260
-21% -$26.6K 0.02% 626
2021
Q3 		$113K Buy
1,249
+69
+6% +$6.83K 0.02% 609
2021
Q2 		$113K Sell
1,180
-206
-15% -$19.9K 0.02% 581
2021
Q1 		$136K Sell
1,386
-102
-7% -$8.58K 0.03% 479
2020
Q4 		$110K Sell
1,488
-515
-26% -$38.6K 0.03% 476
2020
Q3 		$158K Buy
2,003
+84
+4% +$5.96K 0.05% 309
2020
Q2 		$114K Buy
1,919
+54
+3% +$2.76K 0.04% 324
2020
Q1 		$69K Buy
1,865
+262
+16% +$14.8K 0.03% 389
2019
Q4 		$87K Buy
1,603
+1
+0.1% +$57 0.03% 364
2019
Q3 		$87K Buy
1,602
+1
+0.1% +$49 0.04% 334
2019
Q2 		$75K Buy
1,601
+1,136
+244% +$56.7K 0.03% 366
2019
Q1 		$22K Buy
+465
New +$21K 0.01% 533
2018
Q2 		– Sell
-75
Closed -$4K – 785
2018
Q1 		$4K Hold
75
– – ﹤0.01% 775
2017
Q4 		$5K Sell
75
-2
-3% -$114 ﹤0.01% 724
2017
Q3 		$4K Hold
77
– – ﹤0.01% 740
2017
Q2 		$4K Buy
+77
New +$3.79K ﹤0.01% 723

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LEN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 224 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in LEN in Q2 2017 and held it in 18 quarters. The position peaked at $158K in Q3 2020. 702 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 224 Lennar Class A shares in Q3 2022, an estimated $15K.
  • Patriot Financial Group Insurance Agency first reported a position in Lennar Class A in Q2 2017 and held it in 18 quarters.
  • Patriot Financial Group Insurance Agency's Lennar Class A position peaked at $158K in Q3 2020.
  • 702 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.