Syntax Advisors’s Lennar Class A LEN Stock Holding History

Syntax 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	$233K	Sell	2,141 -71	-3%	-$8.33K	0.21%	133
2023 Q2	$268K	Sell	2,212 -488	-18%	-$53.3K	0.22%	95
2023 Q1	$275K	Sell	2,700 -297	-10%	-$28.7K	0.21%	96
2022 Q4	$263K	Sell	2,997 -535	-15%	-$43.3K	0.22%	102
2022 Q3	$255K	Sell	3,532 -10	-0.3%	-$777	0.22%	99
2022 Q2	$242K	Buy	3,542 +630	+22%	+$46.2K	0.2%	141
2022 Q1	$229K	Buy	2,912 +471	+19%	+$42.4K	0.19%	175
2021 Q4	$274K	Buy	+2,441	New	+$250K	0.2%	144

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

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

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

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

Syntax Advisors's LEN Position: Q3 2023 in Review

Syntax Advisors reduced its Lennar Class A (LEN) stake by 3.2% in Q3 2023, selling an estimated $8.33K and leaving 2,141 shares worth $233K. The position accounts for 0.21% of the portfolio, ranked #133.

Syntax Advisors first reported a position in LEN in Q4 2021 and has held it in 8 quarters since. The position peaked at $275K in Q1 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

Syntax Advisors held 2,141 shares of Lennar Class A worth $233K as of Q3 2023.
Syntax Advisors sold 71 Lennar Class A shares in Q3 2023, an estimated $8.33K.
Lennar Class A made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #133 holding.
Syntax Advisors first reported a position in Lennar Class A in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Lennar Class A position peaked at $275K in Q1 2023.
872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.