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Robertson Stephens Wealth Management’s Lennar Class A LEN Stock Holding History

Robertson Stephens Wealth Management’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
-2,624
Closed -$206K – 404
2022
Q1 		$206K Buy
+2,624
New +$236K 0.02% 367

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 $2.9T AUM 29.55% 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 $6.07B AUM 11.2% 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 $187B AUM 18.48% 1-Year Est. Return

Robertson Stephens Wealth Management's LEN Position: Q2 2022 in Review

Robertson Stephens Wealth Management sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 2,624 shares — an estimated $206K sold.

Robertson Stephens Wealth Management first reported a position in LEN in Q1 2022 and held it in 1 quarter. The position peaked at $206K in Q1 2022. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

  • Robertson Stephens Wealth Management reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,624 Lennar Class A shares in Q2 2022, an estimated $206K.
  • Robertson Stephens Wealth Management first reported a position in Lennar Class A in Q1 2022 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Lennar Class A position peaked at $206K in Q1 2022.
  • 724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.