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Triad Financial Advisors’s Lennar Class A LEN Stock Holding History

Triad Financial 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
Q1 		– Sell
-2,632
Closed -$231K – 109
2022
Q4 		$231K Buy
+2,632
New +$213K 0.1% 98
2022
Q2 		– Sell
-2,607
Closed -$205K – 108
2022
Q1 		$205K Buy
2,607
+24
+0.9% +$2.16K 0.11% 107
2021
Q4 		$290K Buy
+2,583
New +$264K 0.17% 89

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Financial Advisors's LEN Position: Q1 2023 in Review

Triad Financial Advisors sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 2,632 shares — an estimated $231K sold.

Triad Financial Advisors first reported a position in LEN in Q4 2021 and held it in 3 quarters. The position peaked at $290K in Q4 2021. 785 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

  • Triad Financial Advisors reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
  • Triad Financial Advisors sold 2,632 Lennar Class A shares in Q1 2023, an estimated $231K.
  • Triad Financial Advisors first reported a position in Lennar Class A in Q4 2021 and held it in 3 quarters.
  • Triad Financial Advisors's Lennar Class A position peaked at $290K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on Triad Financial Advisors's 13F filing for Q1 2023, filed 5 May 2023.