UBS O'Connor’s Lennar Class A LEN Stock Holding History

UBS O'Connor’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
2022 Q3	–	Sell	-19,333	Closed	-$1.32M	–	987
2022 Q2	$1.32M	Buy	+19,333	New	+$1.42M	0.01%	729
2021 Q3	–	Sell	-16,597	Closed	-$1.6M	–	958
2021 Q2	$1.6M	Buy	+16,597	New	+$1.6M	0.01%	513
2018 Q4	–	Sell	-12,396	Closed	-$560K	–	271
2018 Q3	$560K	Buy	+12,396	New	+$624K	0.01%	237
2018 Q2	–	Sell	-98,793	Closed	-$5.64M	–	324
2018 Q1	$5.64M	Buy	+98,793	New	+$5.96M	0.11%	93
2017 Q1	–	Sell	-99,131	Closed	-$4.05M	–	459
2016 Q4	$4.05M	Hold	99,131	–	–	0.08%	247
2016 Q3	$4M	Buy	99,131 +15,548	+19%	+$689K	0.06%	239
2016 Q2	$3.67M	Buy	83,583 +10,400	+14%	+$455K	0.08%	211
2016 Q1	$3.37M	Sell	73,183 -47,480	-39%	-$1.95M	0.06%	246
2015 Q4	$5.62M	Buy	+120,663	New	+$5.75M	0.09%	169
2014 Q2	–	Sell	-723,574	Closed	-$27.3M	–	501
2014 Q1	$27.3M	Buy	723,574 +51,214	+8%	+$1.96M	0.52%	58
2013 Q4	$25.3M	Buy	672,360 +466,450	+227%	+$15.7M	0.47%	65
2013 Q3	$6.94M	Sell	205,910 -142,276	-41%	-$4.62M	0.14%	177
2013 Q2	$11.9M	Buy	+348,186	New	+$13.2M	0.22%	132

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

Wellington Management Group

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

Capital World Investors

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

Aristotle Capital Management

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

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

Manulife (Manufacturers Life Insurance)

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

Fidelity Investments

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

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