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Sutton Wealth Advisors’s Lennar Class A LEN Stock Holding History

Sutton Wealth 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
2023
Q3 		$220K Buy
2,021
+28
+1% +$3.29K 0.11% 100
2023
Q2 		$242K Sell
1,993
-1,033
-34% -$113K 0.12% 91
2023
Q1 		$308K Sell
3,026
-3,683
-55% -$356K 0.16% 81
2022
Q4 		$588K Buy
6,709
+2,961
+79% +$240K 0.22% 71
2022
Q3 		$270K Hold
3,748
– – 0.11% 139
2022
Q2 		$256K Sell
3,748
-1,038
-22% -$76.1K 0.1% 139
2022
Q1 		$376K Buy
4,786
+1,034
+28% +$93.2K 0.13% 112
2021
Q4 		$422K Sell
3,752
-5,371
-59% -$549K 0.14% 103
2021
Q3 		$827K Buy
9,123
+1,760
+24% +$174K 0.31% 57
2021
Q2 		$708K Buy
7,363
+3,615
+96% +$349K 0.26% 69
2021
Q1 		$367K Sell
3,748
-5,285
-59% -$444K 0.14% 112
2020
Q4 		$667K Buy
9,033
+5,299
+142% +$397K 0.28% 60
2020
Q3 		$295K Hold
3,734
– – 0.14% 111
2020
Q2 		$223K Sell
3,734
-5,304
-59% -$271K 0.12% 129
2020
Q1 		$334K Sell
9,038
-6,177
-41% -$350K 0.21% 82
2019
Q4 		$822K Hold
15,215
– – 0.42% 48
2019
Q3 		$823K Buy
15,215
+3,957
+35% +$193K 0.46% 45
2019
Q2 		$528K Hold
11,258
– – 0.3% 54
2019
Q1 		$535K Sell
11,258
-2,923
-21% -$132K 0.31% 53
2018
Q4 		$537K Sell
14,181
-17
-0.1% -$693 0.35% 50
2018
Q3 		$642K Buy
14,198
+3,945
+38% +$199K 0.42% 37
2018
Q2 		$521K Hold
10,253
– – 0.36% 45
2018
Q1 		$585K Hold
10,253
– – 0.42% 41
2017
Q4 		$628K Sell
10,253
-4,295
-30% -$244K 0.46% 37
2017
Q3 		$731K Sell
14,548
-1,167
-7% -$58.2K 0.56% 28
2017
Q2 		$798K Hold
15,715
– – 0.63% 23
2017
Q1 		$766K Sell
15,715
-22
-0.1% -$997 0.64% 24
2016
Q4 		$643K Sell
15,737
-6
-0% -$243 0.58% 27
2016
Q3 		$634K Buy
15,743
+4,558
+41% +$202K 0.58% 27
2016
Q2 		$491K Sell
11,185
-1,085
-9% -$47.5K 0.46% 39
2016
Q1 		$565K Buy
+12,270
New +$503K 0.54% 29

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 $8.66B AUM 17.37% 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

Sutton Wealth Advisors's LEN Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Lennar Class A (LEN) stake by 1.4% in Q3 2023, buying an estimated $3.29K and bringing the position to 2,021 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #100.

Sutton Wealth Advisors first reported a position in LEN in Q1 2016 and has held it in 31 quarters since. The position peaked at $827K in Q3 2021. 873 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Sutton Wealth Advisors held 2,021 shares of Lennar Class A worth $220K as of Q3 2023.
  • Sutton Wealth Advisors bought 28 Lennar Class A shares in Q3 2023, an estimated $3.29K.
  • Lennar Class A made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #100 holding.
  • Sutton Wealth Advisors first reported a position in Lennar Class A in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Lennar Class A position peaked at $827K in Q3 2021.
  • 873 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.