Stonebridge Capital Advisors’s Lennar Class A LEN Stock Holding History

Stonebridge Capital Advisors’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 Q3	–	Sell	-103	Closed	-$7K	–	1071
2022 Q2	$7K	Buy	+103	New	+$7.55K	﹤0.01%	660
2021 Q2	–	Sell	-26	Closed	-$3K	–	961
2021 Q1	$3K	Buy	+26	New	+$2.19K	﹤0.01%	798
2020 Q3	–	Sell	-26	Closed	-$2K	–	465
2020 Q2	$2K	Hold	26	–	–	﹤0.01%	664
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	722
2019 Q4	$1K	Hold	26	–	–	﹤0.01%	798
2019 Q3	$1K	Hold	26	–	–	﹤0.01%	802
2019 Q2	$1K	Buy	+26	New	+$1.3K	﹤0.01%	846

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stonebridge Capital Advisors's LEN Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 103 shares — an estimated $7K sold.

Stonebridge Capital Advisors first reported a position in LEN in Q2 2019 and held it in 7 quarters. The position peaked at $7K in Q2 2022. 702 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

Stonebridge Capital Advisors reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 103 Lennar Class A shares in Q3 2022, an estimated $7K.
Stonebridge Capital Advisors first reported a position in Lennar Class A in Q2 2019 and held it in 7 quarters.
Stonebridge Capital Advisors's Lennar Class A position peaked at $7K in Q2 2022.
702 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.