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

TCI 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
Q2 		– Sell
-113
Closed -$11.5K – 1309
2023
Q1 		$11.5K Buy
113
+1
+0.9% +$97 ﹤0.01% 997
2022
Q4 		$9.77K Hold
112
– – ﹤0.01% 1084
2022
Q3 		$8K Buy
112
+10
+10% +$777 ﹤0.01% 1162
2022
Q2 		$7K Sell
102
-78
-43% -$5.71K ﹤0.01% 1252
2022
Q1 		$14K Sell
180
-46
-20% -$4.14K ﹤0.01% 883
2021
Q4 		$25K Hold
226
– – ﹤0.01% 611
2021
Q3 		$21K Buy
226
+72
+47% +$7.13K ﹤0.01% 672
2021
Q2 		$15K Hold
154
– – ﹤0.01% 718
2021
Q1 		$15K Buy
154
+80
+108% +$6.73K 0.01% 656
2020
Q4 		$5K Hold
74
– – ﹤0.01% 883
2020
Q3 		$6K Hold
74
– – ﹤0.01% 717
2020
Q2 		$4K Sell
74
-8
-10% -$409 ﹤0.01% 817
2020
Q1 		$3K Sell
82
-310
-79% -$17.5K ﹤0.01% 886
2019
Q4 		$21K Buy
392
+109
+39% +$6.22K 0.01% 539
2019
Q3 		$15K Hold
283
– – 0.01% 545
2019
Q2 		$13K Sell
283
-2
-0.7% -$100 0.01% 569
2019
Q1 		$14K Buy
285
+16
+6% +$724 0.01% 569
2018
Q4 		$10K Sell
269
-68
-20% -$2.77K ﹤0.01% 631
2018
Q3 		$15K Buy
337
+145
+76% +$7.3K 0.01% 564
2018
Q2 		$10K Hold
192
– – ﹤0.01% 638
2018
Q1 		$11K Buy
192
+17
+10% +$1.02K 0.01% 601
2017
Q4 		$11K Sell
175
-3
-2% -$171 ﹤0.01% 610
2017
Q3 		$9K Hold
178
– – ﹤0.01% 620
2017
Q2 		$9K Hold
178
– – ﹤0.01% 615
2017
Q1 		$9K Buy
178
+124
+230% +$5.62K ﹤0.01% 594
2016
Q4 		$2K Sell
54
-108
-67% -$4.37K ﹤0.01% 1022
2016
Q3 		$7K Hold
162
– – ﹤0.01% 656
2016
Q2 		$7K Hold
162
– – ﹤0.01% 649
2016
Q1 		$7K Buy
162
+19
+13% +$779 ﹤0.01% 651
2015
Q4 		$7K Buy
143
+54
+61% +$2.57K ﹤0.01% 649
2015
Q3 		$4K Buy
+89
New +$4.37K ﹤0.01% 670

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCI Wealth Advisors's LEN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 113 shares — an estimated $11.5K sold.

TCI Wealth Advisors first reported a position in LEN in Q3 2015 and held it in 31 quarters. The position peaked at $25K in Q4 2021. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 113 Lennar Class A shares in Q2 2023, an estimated $11.5K.
  • TCI Wealth Advisors first reported a position in Lennar Class A in Q3 2015 and held it in 31 quarters.
  • TCI Wealth Advisors's Lennar Class A position peaked at $25K in Q4 2021.
  • 862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.