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Schubert & Co’s Lennar Class A LEN Stock Holding History

Schubert & Co’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
Q2 		– Sell
-85
Closed -$8.62K – 840
2023
Q1 		$8.62K Buy
85
+10
+13% +$965 0.01% 249
2022
Q4 		$6.61K Buy
75
+2
+3% +$162 0.01% 328
2022
Q3 		$5K Buy
73
+10
+16% +$777 ﹤0.01% 403
2022
Q2 		$4K Buy
63
+44
+232% +$3.22K ﹤0.01% 453
2022
Q1 		$1K Sell
19
-8
-30% -$721 ﹤0.01% 771
2021
Q4 		$3K Buy
+27
New +$2.76K ﹤0.01% 232

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
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

Schubert & Co's LEN Position: Q2 2023 in Review

Schubert & Co sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 85 shares — an estimated $8.62K sold.

Schubert & Co first reported a position in LEN in Q4 2021 and held it in 6 quarters. The position peaked at $8.62K in Q1 2023. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

  • Schubert & Co reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 85 Lennar Class A shares in Q2 2023, an estimated $8.62K.
  • Schubert & Co first reported a position in Lennar Class A in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Lennar Class A position peaked at $8.62K in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.