Surevest’s Lennar Class A LEN Stock Holding History

Surevest’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	-15	Closed	-$1K	–	556
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	502
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	476
2021 Q4	$2K	Buy	+15	New	+$1.53K	﹤0.01%	411

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

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

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Surevest's LEN Position: Q3 2022 in Review

Surevest sold out of Lennar Class A (LEN) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Surevest first reported a position in LEN in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 701 funds tracked by Wall St. Rank hold LEN as of Q3 2022.

Surevest reported no remaining Lennar Class A position as of Q3 2022 after selling out during the quarter.
Surevest sold 15 Lennar Class A shares in Q3 2022, an estimated $1K.
Surevest first reported a position in Lennar Class A in Q4 2021 and held it in 3 quarters.
Surevest's Lennar Class A position peaked at $2K in Q4 2021.
701 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.