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Rockbridge Investment Management’s Lennar Class A LEN Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-362
Closed -$52.2K – 400
2023
Q4 		$52.2K Buy
+362
New +$43.6K 0.01% 237
2022
Q3 		– Sell
-723
Closed -$49.4K – 376
2022
Q2 		$49.4K Hold
723
– – 0.01% 220
2022
Q1 		$57.6K Buy
+723
New +$65.1K 0.01% 274

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rockbridge Investment Management's LEN Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Lennar Class A (LEN) in Q1 2024, closing a stake of 362 shares — an estimated $52.2K sold.

Rockbridge Investment Management first reported a position in LEN in Q1 2022 and held it in 3 quarters. The position peaked at $57.6K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold LEN as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Lennar Class A position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 362 Lennar Class A shares in Q1 2024, an estimated $52.2K.
  • Rockbridge Investment Management first reported a position in Lennar Class A in Q1 2022 and held it in 3 quarters.
  • Rockbridge Investment Management's Lennar Class A position peaked at $57.6K in Q1 2022.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.