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Verdence Capital Advisors’s Lennar Class A LEN Stock Holding History

Verdence Capital 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
Q4 		– Sell
-2,903
Closed -$315K – 585
2023
Q3 		$315K Buy
2,903
+117
+4% +$13.7K 0.03% 415
2023
Q2 		$338K Buy
2,786
+171
+7% +$18.7K 0.04% 387
2023
Q1 		$266K Buy
2,615
+307
+13% +$29.6K 0.03% 457
2022
Q4 		$202K Buy
+2,308
New +$187K 0.02% 471

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Verdence Capital Advisors's LEN Position: Q4 2023 in Review

Verdence Capital Advisors sold out of Lennar Class A (LEN) in Q4 2023, closing a stake of 2,903 shares — an estimated $315K sold.

Verdence Capital Advisors first reported a position in LEN in Q4 2022 and held it in 4 quarters. The position peaked at $338K in Q2 2023. 946 funds tracked by Wall St. Rank hold LEN as of Q4 2023.

  • Verdence Capital Advisors reported no remaining Lennar Class A position as of Q4 2023 after selling out during the quarter.
  • Verdence Capital Advisors sold 2,903 Lennar Class A shares in Q4 2023, an estimated $315K.
  • Verdence Capital Advisors first reported a position in Lennar Class A in Q4 2022 and held it in 4 quarters.
  • Verdence Capital Advisors's Lennar Class A position peaked at $338K in Q2 2023.
  • 946 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2023.

Based on Verdence Capital Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.