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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
2023
Q1 		– Sell
-25,282
Closed -$2.21M – 679
2022
Q4 		$2.21M Buy
+25,282
New +$2.05M 0.04% 444
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 Sell
83,583
-58,758
-41% -$2.57M 0.08% 211
2016
Q1 		$6.55M Sell
142,341
-98,985
-41% -$4.06M 0.07% 247
2015
Q4 		$11.2M Buy
+241,326
New +$11.5M 0.1% 173
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS O'Connor's LEN Position: Q1 2023 in Review

UBS O'Connor sold out of Lennar Class A (LEN) in Q1 2023, closing a stake of 25,282 shares — an estimated $2.21M sold.

UBS O'Connor first reported a position in LEN in Q2 2013 and held it in 14 quarters. The position peaked at $27.3M in Q1 2014. 785 funds tracked by Wall St. Rank hold LEN as of Q1 2023.

  • UBS O'Connor reported no remaining Lennar Class A position as of Q1 2023 after selling out during the quarter.
  • UBS O'Connor sold 25,282 Lennar Class A shares in Q1 2023, an estimated $2.21M.
  • UBS O'Connor first reported a position in Lennar Class A in Q2 2013 and held it in 14 quarters.
  • UBS O'Connor's Lennar Class A position peaked at $27.3M in Q1 2014.
  • 785 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.