TS Financial Group (TSFG)’s Lennar Class A LEN Stock Holding History

TS Financial Group (TSFG)’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	-28	Closed	-$3K	–	972
2023 Q3	$3K	Hold	28	–	–	﹤0.01%	762
2023 Q2	$3K	Buy	28 +1	+4%	+$109	﹤0.01%	767
2023 Q1	$3K	Hold	27	–	–	﹤0.01%	751
2022 Q4	$2K	Hold	27	–	–	﹤0.01%	821
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	797
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	807
2022 Q1	$2K	Buy	+27	New	+$2.43K	﹤0.01%	790

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

TS Financial Group (TSFG)'s LEN Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 28 shares — an estimated $3K sold.

TS Financial Group (TSFG) first reported a position in LEN in Q1 2022 and held it in 7 quarters. The position peaked at $3K in Q3 2023. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 28 Lennar Class A shares in Q4 2023, an estimated $3K.
TS Financial Group (TSFG) first reported a position in Lennar Class A in Q1 2022 and held it in 7 quarters.
TS Financial Group (TSFG)'s Lennar Class A position peaked at $3K in Q3 2023.
946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.