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U.S. Global Investors (USGI)’s Lennar Class A LEN Stock Holding History

U.S. Global Investors (USGI)’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
2021
Q1 		– Sell
-1,498
Closed -$111K – 169
2020
Q4 		$111K Buy
+1,498
New +$112K ﹤0.01% 152
2015
Q2 		– Sell
-10,506
Closed -$518K – 346
2015
Q1 		$518K Buy
+10,506
New +$479K 0.14% 139

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Global Investors (USGI)'s LEN Position: Q1 2021 in Review

U.S. Global Investors (USGI) sold out of Lennar Class A (LEN) in Q1 2021, closing a stake of 1,498 shares — an estimated $111K sold.

U.S. Global Investors (USGI) first reported a position in LEN in Q1 2015 and held it in 2 quarters. The position peaked at $518K in Q1 2015. 729 funds tracked by Wall St. Rank hold LEN as of Q1 2021.

  • U.S. Global Investors (USGI) reported no remaining Lennar Class A position as of Q1 2021 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 1,498 Lennar Class A shares in Q1 2021, an estimated $111K.
  • U.S. Global Investors (USGI) first reported a position in Lennar Class A in Q1 2015 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Lennar Class A position peaked at $518K in Q1 2015.
  • 729 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2021.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2021, filed 23 Apr 2021.