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Private Ocean’s Lennar Class A LEN Stock Holding History

Private Ocean’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
Q2 		$2.4K Buy
+17
New +$2.59K ﹤0.01% 513
2019
Q4 		– Sell
-103
Closed -$6K – 564
2019
Q3 		$6K Hold
103
– – ﹤0.01% 459
2019
Q2 		$4K Buy
+103
New +$5.14K ﹤0.01% 392

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Private Ocean's LEN Position: Q2 2024 in Review

Private Ocean opened a new position in Lennar Class A (LEN) in Q2 2024: 17 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Private Ocean previously reported a position in LEN as recently as Q3 2019.

Private Ocean first reported a position in LEN in Q2 2019 and has held it in 3 quarters since. The position peaked at $6K in Q3 2019. 980 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

  • Private Ocean held 17 shares of Lennar Class A worth $2.4K as of Q2 2024.
  • Lennar Class A was a new Private Ocean position in Q2 2024.
  • Lennar Class A made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #513 holding.
  • Private Ocean first reported a position in Lennar Class A in Q2 2019 and has held it in 3 quarters since.
  • Private Ocean's Lennar Class A position peaked at $6K in Q3 2019.
  • 980 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.