Tarbox Family Office’s Lennar Class A LEN Stock Holding History

Tarbox Family Office’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 Q2	–	Sell	-205	Closed	-$16K	–	596
2022 Q1	$16K	Sell	205 -2	-1%	-$180	﹤0.01%	318
2021 Q4	$23K	Hold	207	–	–	﹤0.01%	331
2021 Q3	$19K	Hold	207	–	–	﹤0.01%	378
2021 Q2	$20K	Hold	207	–	–	﹤0.01%	374
2021 Q1	$20K	Hold	207	–	–	﹤0.01%	315
2020 Q4	$15K	Sell	207 -7	-3%	-$524	﹤0.01%	344
2020 Q3	$17K	Buy	214 +7	+3%	+$497	﹤0.01%	304
2020 Q2	$12K	Sell	207 -139	-40%	-$7.1K	﹤0.01%	351
2020 Q1	$13K	Buy	346 +52	+18%	+$2.94K	﹤0.01%	294
2019 Q4	$16K	Buy	294 +34	+13%	+$1.94K	﹤0.01%	305
2019 Q3	$14K	Sell	260 -208	-44%	-$10.1K	﹤0.01%	288
2019 Q2	$22K	Hold	468	–	–	0.01%	241
2019 Q1	$22K	Hold	468	–	–	0.01%	217
2018 Q4	$18K	Buy	468 +163	+53%	+$6.64K	0.01%	228
2018 Q3	$14K	Sell	305 -23	-7%	-$1.16K	0.01%	281
2018 Q2	$17K	Sell	328 -192	-37%	-$10.1K	0.01%	249
2018 Q1	$30K	Buy	520 +397	+323%	+$23.9K	0.01%	198
2017 Q4	$8K	Sell	123 -4	-3%	-$227	﹤0.01%	337
2017 Q3	$6K	Buy	127 +24	+23%	+$1.2K	﹤0.01%	371
2017 Q2	$5K	Hold	103	–	–	﹤0.01%	374
2017 Q1	$5K	Hold	103	–	–	﹤0.01%	371
2016 Q4	$4K	Buy	103 +8	+8%	+$324	﹤0.01%	363
2016 Q3	$4K	Hold	95	–	–	﹤0.01%	357
2016 Q2	$4K	Hold	95	–	–	﹤0.01%	355
2016 Q1	$4K	Buy	+95	New	+$3.9K	﹤0.01%	372

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Tarbox Family Office's LEN Position: Q2 2022 in Review

Tarbox Family Office sold out of Lennar Class A (LEN) in Q2 2022, closing a stake of 205 shares — an estimated $16K sold.

Tarbox Family Office first reported a position in LEN in Q1 2016 and held it in 25 quarters. The position peaked at $30K in Q1 2018. 724 funds tracked by Wall St. Rank hold LEN as of Q2 2022.

Tarbox Family Office reported no remaining Lennar Class A position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 205 Lennar Class A shares in Q2 2022, an estimated $16K.
Tarbox Family Office first reported a position in Lennar Class A in Q1 2016 and held it in 25 quarters.
Tarbox Family Office's Lennar Class A position peaked at $30K in Q1 2018.
724 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.