Phoenix Financial’s Lennar Class A LEN Stock Holding History

Phoenix Financial’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 Q4	–	Sell	-1,430	Closed	-$260K	–	384
2024 Q3	$260K	Buy	+1,430	New	+$240K	﹤0.01%	308
2022 Q3	–	Sell	-667,740	Closed	-$45.6M	–	352
2022 Q2	$45.6M	Sell	667,740 -155,181	-19%	-$11.4M	0.93%	40
2022 Q1	$64.7M	Buy	822,921 +4,189	+0.5%	+$377K	1.09%	31
2021 Q4	$92.1M	Buy	818,732 +191,006	+30%	+$19.5M	1.52%	14
2021 Q3	$56.9M	Buy	627,726 +112,703	+22%	+$11.2M	0.99%	30
2021 Q2	$49.6M	Hold	515,023	–	–	0.94%	36
2021 Q1	$50.5M	Buy	515,023 +30,990	+6%	+$2.61M	1.14%	20
2020 Q4	$35.7M	Sell	484,033 -41,320	-8%	-$3.09M	0.96%	31
2020 Q3	$39.2M	Sell	525,353 -20,660	-4%	-$1.47M	1.64%	11
2020 Q2	$30.9M	Buy	546,013 +48,982	+10%	+$2.5M	1.31%	14
2020 Q1	$18M	Buy	497,031 +103,816	+26%	+$5.88M	0.91%	36
2019 Q4	$21.1M	Sell	393,215 -123,960	-24%	-$7.07M	0.88%	52
2019 Q3	$26.7M	Buy	+517,175	New	+$25.2M	1.26%	22

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