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Telemus Capital’s Lennar Class A LEN Stock Holding History

Telemus Capital’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
Q4 		$1.83M Sell
12,690
-1,103
-8% -$133K 0.15% 115
2023
Q3 		$1.5M Sell
13,793
-77
-0.6% -$9.03K 0.14% 122
2023
Q2 		$1.68M Sell
13,870
-1,210
-8% -$132K 0.14% 128
2023
Q1 		$1.53M Sell
15,080
-2,250
-13% -$217K 0.14% 139
2022
Q4 		$1.6M Buy
17,330
+186
+1% +$15.1K 0.15% 130
2022
Q3 		$1.24M Buy
17,144
+2,392
+16% +$186K 0.13% 144
2022
Q2 		$1.01M Sell
14,752
-3,640
-20% -$267K 0.1% 168
2022
Q1 		$1.45M Buy
18,392
+1,446
+9% +$130K 0.13% 147
2021
Q4 		$1.91M Buy
16,946
+287
+2% +$29.3K 0.15% 127
2021
Q3 		$1.51M Buy
16,659
+3,835
+30% +$380K 0.13% 138
2021
Q2 		$1.23M Buy
12,824
+1,524
+13% +$147K 0.09% 156
2021
Q1 		$1.15M Buy
11,300
+1,458
+15% +$123K 0.08% 174
2020
Q4 		$726K Buy
9,842
+495
+5% +$37.1K 0.05% 216
2020
Q3 		$766K Sell
9,347
-422
-4% -$30K 0.06% 236
2020
Q2 		$617K Buy
9,769
+209
+2% +$10.7K 0.05% 242
2020
Q1 		$560K Buy
+9,560
New +$541K 0.05% 233

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Telemus Capital's LEN Position: Q4 2023 in Review

Telemus Capital reduced its Lennar Class A (LEN) stake by 8% in Q4 2023, selling an estimated $133K and leaving 12,690 shares worth $1.83M. The position accounts for 0.15% of the portfolio, ranked #115.

Telemus Capital first reported a position in LEN in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.91M in Q4 2021. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

  • Telemus Capital held 12,690 shares of Lennar Class A worth $1.83M as of Q4 2023.
  • Telemus Capital sold 1,103 Lennar Class A shares in Q4 2023, an estimated $133K.
  • Lennar Class A made up 0.15% of Telemus Capital's portfolio in Q4 2023, its #115 holding.
  • Telemus Capital first reported a position in Lennar Class A in Q1 2020 and has held it in 16 quarters since.
  • Telemus Capital's Lennar Class A position peaked at $1.91M in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.