Reilly Financial Advisors’s Lennar Class A LEN Stock Holding History

Reilly Financial Advisors’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 Q4	$22K	Buy	198 +93	+89%	+$9.51K	﹤0.01%	555
2021 Q3	$10K	Sell	105 -207	-66%	-$20.5K	﹤0.01%	662
2021 Q2	$30K	Buy	312 +1	+0.3%	+$97	﹤0.01%	464
2021 Q1	$31K	Buy	311 +104	+50%	+$8.74K	﹤0.01%	446
2020 Q4	$15K	Hold	207	–	–	﹤0.01%	549
2020 Q3	$16K	Hold	207	–	–	﹤0.01%	482
2020 Q2	$12K	Hold	207	–	–	﹤0.01%	537
2020 Q1	$8K	Hold	207	–	–	﹤0.01%	591
2019 Q4	$11K	Hold	207	–	–	﹤0.01%	609
2019 Q3	$11K	Hold	207	–	–	﹤0.01%	618
2019 Q2	$10K	Hold	207	–	–	﹤0.01%	672
2019 Q1	$10K	Hold	207	–	–	﹤0.01%	685
2018 Q4	$8K	Hold	207	–	–	﹤0.01%	687
2018 Q3	$9K	Hold	207	–	–	﹤0.01%	729
2018 Q2	$11K	Hold	207	–	–	﹤0.01%	644
2018 Q1	$12K	Sell	207 -461	-69%	-$27.8K	﹤0.01%	607
2017 Q4	$41K	Sell	668 -12	-2%	-$682	0.01%	356
2017 Q3	$34K	Hold	680	–	–	0.01%	368
2017 Q2	$34K	Sell	680 -84	-11%	-$4.13K	0.01%	372
2017 Q1	$37K	Sell	764 -1,106	-59%	-$50.1K	0.01%	348
2016 Q4	$76K	Sell	1,870 -161,024	-99%	-$6.51M	0.01%	224
2016 Q3	$6.57M	Buy	162,894 +2,570	+2%	+$114K	1.16%	47
2016 Q2	$7.04M	Buy	+160,324	New	+$7.02M	1.29%	42

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Reilly Financial Advisors's LEN Position: Q4 2021 in Review

Reilly Financial Advisors increased its Lennar Class A (LEN) stake by 89% in Q4 2021, buying an estimated $9.51K and bringing the position to 198 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Reilly Financial Advisors first reported a position in LEN in Q2 2016 and has held it in 23 quarters since. The position peaked at $7.04M in Q2 2016. 819 funds tracked by Wall St. Rank hold LEN as of Q4 2021.

Reilly Financial Advisors held 198 shares of Lennar Class A worth $22K as of Q4 2021.
Reilly Financial Advisors bought 93 Lennar Class A shares in Q4 2021, an estimated $9.51K.
Lennar Class A made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #555 holding.
Reilly Financial Advisors first reported a position in Lennar Class A in Q2 2016 and has held it in 23 quarters since.
Reilly Financial Advisors's Lennar Class A position peaked at $7.04M in Q2 2016.
819 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.