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Personal Wealth Partners’s Lennar Class A LEN Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-45
Closed -$4K – 249
2021
Q2 		$4K Buy
+45
New +$4.35K ﹤0.01% 335
2020
Q1 		– Sell
-322
Closed -$17K – 351
2019
Q4 		$17K Hold
322
– – 0.01% 205
2019
Q3 		$17K Buy
+322
New +$15.7K 0.01% 210

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 $3.38T AUM 44.17% 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

Personal Wealth Partners's LEN Position: Q3 2021 in Review

Personal Wealth Partners sold out of Lennar Class A (LEN) in Q3 2021, closing a stake of 45 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in LEN in Q3 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 745 funds tracked by Wall St. Rank hold LEN as of Q3 2021.

  • Personal Wealth Partners reported no remaining Lennar Class A position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 45 Lennar Class A shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in Lennar Class A in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Lennar Class A position peaked at $17K in Q4 2019.
  • 745 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.