Simplicity Solutions’s Lennar Class A LEN Stock Holding History

Simplicity Solutions’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 Q4	$747K	Buy	5,176 +168	+3%	+$20.2K	0.02%	534
2023 Q3	$544K	Sell	5,008 -712	-12%	-$83.5K	0.02%	578
2023 Q2	$694K	Sell	5,720 -1,898	-25%	-$207K	0.02%	568
2023 Q1	$775K	Buy	7,618 +4,755	+166%	+$459K	0.02%	549
2022 Q4	$251K	Buy	+2,863	New	+$232K	0.03%	538
2022 Q1	–	Sell	-4,725	Closed	-$532K	–	638
2021 Q4	$532K	Buy	4,725 +2,432	+106%	+$249K	0.06%	373
2021 Q3	$208K	Buy	+2,293	New	+$227K	0.03%	549
2021 Q1	–	Sell	-22,743	Closed	-$1.68M	–	771
2020 Q4	$1.68M	Buy	22,743 +332	+1%	+$24.9K	0.02%	428
2020 Q3	$1.77M	Sell	22,411 -508	-2%	-$36.1K	0.03%	359
2020 Q2	$1.37M	Buy	22,919 +2,611	+13%	+$133K	0.03%	385
2020 Q1	$751K	Sell	20,308 -4,257	-17%	-$241K	0.02%	406
2019 Q4	$1.33M	Sell	24,565 -1,643	-6%	-$93.7K	0.04%	324
2019 Q3	$1.42M	Sell	26,208 -151	-0.6%	-$7.36K	0.06%	230
2019 Q2	$1.24M	Buy	+26,359	New	+$1.31M	0.05%	214
2018 Q4	–	Sell	-5,084	Closed	-$230K	–	715
2018 Q3	$230K	Buy	5,084 +746	+17%	+$37.6K	0.01%	481
2018 Q2	$221K	Buy	+4,338	New	+$227K	0.02%	451

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Simplicity Solutions's LEN Position: Q4 2023 in Review

Simplicity Solutions increased its Lennar Class A (LEN) stake by 3.4% in Q4 2023, buying an estimated $20.2K and bringing the position to 5,176 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #534.

Simplicity Solutions first reported a position in LEN in Q2 2018 and has held it in 16 quarters since. The position peaked at $1.77M in Q3 2020. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

Simplicity Solutions held 5,176 shares of Lennar Class A worth $747K as of Q4 2023.
Simplicity Solutions bought 168 Lennar Class A shares in Q4 2023, an estimated $20.2K.
Lennar Class A made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #534 holding.
Simplicity Solutions first reported a position in Lennar Class A in Q2 2018 and has held it in 16 quarters since.
Simplicity Solutions's Lennar Class A position peaked at $1.77M in Q3 2020.
946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.