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TOBAM’s Lennar Class A LEN Stock Holding History

TOBAM’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 		– Sell
-4
Closed – – 390
2023
Q3 		$0 Buy
+4
New +$469 ﹤0.01% 393
2022
Q1 		– Sell
-880
Closed -$99K – 461
2021
Q4 		$99K Hold
880
– – ﹤0.01% 269
2021
Q3 		$80K Hold
880
– – ﹤0.01% 295
2021
Q2 		$85K Hold
880
– – ﹤0.01% 279
2021
Q1 		$86K Hold
880
– – ﹤0.01% 266
2020
Q4 		$65K Hold
880
– – ﹤0.01% 288
2020
Q3 		$70K Buy
+880
New +$62.5K ﹤0.01% 259

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

TOBAM's LEN Position: Q4 2023 in Review

TOBAM sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 4 shares.

TOBAM first reported a position in LEN in Q3 2020 and held it in 7 quarters. The position peaked at $99K in Q4 2021. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

  • TOBAM reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
  • TOBAM sold 4 Lennar Class A shares in Q4 2023.
  • TOBAM first reported a position in Lennar Class A in Q3 2020 and held it in 7 quarters.
  • TOBAM's Lennar Class A position peaked at $99K in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on TOBAM's 13F filing for Q4 2023, filed 26 Jan 2024.