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Selective Wealth Management’s Lennar Class A LEN Stock Holding History

Selective 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
Q4 		– Sell
-52
Closed -$4K – 458
2022
Q3 		$4K Hold
52
– – ﹤0.01% 615
2022
Q2 		$4K Hold
52
– – ﹤0.01% 650
2022
Q1 		$4K Hold
52
– – ﹤0.01% 614
2021
Q4 		$6K Hold
52
– – ﹤0.01% 535
2021
Q3 		$5K Hold
52
– – ﹤0.01% 493
2021
Q2 		$5K Hold
52
– – ﹤0.01% 404
2021
Q1 		$5K Buy
+52
New +$4.37K ﹤0.01% 310

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Selective Wealth Management's LEN Position: Q4 2022 in Review

Selective Wealth Management sold out of Lennar Class A (LEN) in Q4 2022, closing a stake of 52 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in LEN in Q1 2021 and held it in 7 quarters. The position peaked at $6K in Q4 2021. 762 funds tracked by Wall St. Rank hold LEN as of Q4 2022.

  • Selective Wealth Management reported no remaining Lennar Class A position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 52 Lennar Class A shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Lennar Class A in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Lennar Class A position peaked at $6K in Q4 2021.
  • 762 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.