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Values First Advisors’s Lennar Class A LEN Stock Holding History

Values First 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
Q2 		– Sell
-34
Closed -$3.5K – 256
2023
Q1 		$3.5K Buy
+34
New +$3.28K ﹤0.01% 248

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Values First Advisors's LEN Position: Q2 2023 in Review

Values First Advisors sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 34 shares — an estimated $3.5K sold.

Values First Advisors first reported a position in LEN in Q1 2023 and held it in 1 quarter. The position peaked at $3.5K in Q1 2023. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

  • Values First Advisors reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 34 Lennar Class A shares in Q2 2023, an estimated $3.5K.
  • Values First Advisors first reported a position in Lennar Class A in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Lennar Class A position peaked at $3.5K in Q1 2023.
  • 862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.