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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
2016
Q2 		– Sell
-153,053
Closed -$7.04M – 901
2016
Q1 		$7.04M Buy
153,053
+6,205
+4% +$255K 1.2% 42
2015
Q4 		$6.84M Buy
+146,848
New +$7M 1.21% 44

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Principal Financial Group
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.