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Roberts Capital Advisors’s Lennar Class A LEN Stock Holding History

Roberts Capital 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
2022
Q2 		– Sell
-8,496
Closed -$668K – 90
2022
Q1 		$668K Hold
8,496
– – 0.69% 48
2021
Q4 		$955K Buy
+8,496
New +$869K 0.89% 33

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Roberts Capital Advisors's LEN Position: Q2 2022 in Review

Roberts Capital Advisors sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 8,496 shares — an estimated $668K sold.

Roberts Capital Advisors first reported a position in LEN in Q4 2021 and held it in 2 quarters. The position peaked at $955K in Q4 2021. 725 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

  • Roberts Capital Advisors reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
  • Roberts Capital Advisors sold 8,496 Lennar Class A shares in Q2 2022, an estimated $668K.
  • Roberts Capital Advisors first reported a position in Lennar Class A in Q4 2021 and held it in 2 quarters.
  • Roberts Capital Advisors's Lennar Class A position peaked at $955K in Q4 2021.
  • 725 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Roberts Capital Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.