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Steward Financial Group’s Lennar Class A LEN Stock Holding History

Steward Financial Group’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 		$12K Hold
115
– – ﹤0.01% 332
2023
Q2 		$13K Buy
+115
New +$12.6K ﹤0.01% 320
2022
Q3 		– Sell
-19
Closed -$1K – 757
2022
Q2 		$1K Buy
+19
New +$1.39K ﹤0.01% 783

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

Steward Financial Group's LEN Position: Q3 2023 in Review

Steward Financial Group held its Lennar Class A (LEN) position steady in Q3 2023 at 115 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Steward Financial Group first reported a position in LEN in Q2 2022 and has held it in 3 quarters since. The position peaked at $13K in Q2 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Steward Financial Group held 115 shares of Lennar Class A worth $12K as of Q3 2023.
  • Steward Financial Group left its Lennar Class A share count unchanged in Q3 2023.
  • Lennar Class A made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #332 holding.
  • Steward Financial Group first reported a position in Lennar Class A in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Lennar Class A position peaked at $13K in Q2 2023.
  • 872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.