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Sterling Investment Advisors (Pennsylvania)’s Lennar Class A LEN Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-222
Closed -$25K – 604
2021
Q4 		$25K Hold
222
– – 0.01% 340
2021
Q3 		$20K Hold
222
– – 0.01% 356
2021
Q2 		$21K Hold
222
– – 0.01% 349
2021
Q1 		$22K Buy
+222
New +$18.7K 0.01% 326

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s LEN Position: Q1 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Lennar Class A (LEN) in Q1 2022, closing a stake of 222 shares — an estimated $25K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in LEN in Q1 2021 and held it in 4 quarters. The position peaked at $25K in Q4 2021. 763 funds tracked by Wall St. Rank hold LEN as of Q1 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Lennar Class A position as of Q1 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 222 Lennar Class A shares in Q1 2022, an estimated $25K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Lennar Class A in Q1 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Lennar Class A position peaked at $25K in Q4 2021.
  • 763 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2022, filed 3 May 2022.