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Safeguard Financial’s Lennar Class A LEN Stock Holding History

Safeguard Financial’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
2023
Q3 		– Sell
-233
Closed -$28K – 333
2023
Q2 		$28K Buy
+233
New +$25.4K 0.01% 222

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
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Safeguard Financial's LEN Position: Q3 2023 in Review

Safeguard Financial sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 233 shares — an estimated $28K sold.

Safeguard Financial first reported a position in LEN in Q2 2023 and held it in 1 quarter. The position peaked at $28K in Q2 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Safeguard Financial reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 233 Lennar Class A shares in Q3 2023, an estimated $28K.
  • Safeguard Financial first reported a position in Lennar Class A in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Lennar Class A position peaked at $28K in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.