Veritable’s Lennar Class A LEN Stock Holding History

Veritable’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 Q3	–	Sell	-6,762	Closed	-$820K	–	457
2023 Q2	$820K	Buy	6,762 +319	+5%	+$34.8K	0.01%	413
2023 Q1	$656K	Sell	6,443 -86	-1%	-$8.3K	0.01%	466
2022 Q4	$572K	Buy	6,529 +928	+17%	+$75.2K	0.01%	492
2022 Q3	$404K	Buy	5,601 +492	+10%	+$38.2K	0.01%	559
2022 Q2	$349K	Buy	5,109 +829	+19%	+$60.7K	0.01%	631
2022 Q1	$336K	Sell	4,280 -2,070	-33%	-$187K	0.01%	678
2021 Q4	$714K	Buy	6,350 +229	+4%	+$23.4K	0.01%	473
2021 Q3	$555K	Sell	6,121 -623	-9%	-$61.7K	0.01%	518
2021 Q2	$649K	Sell	6,744 -1,978	-23%	-$191K	0.01%	477
2021 Q1	$855K	Sell	8,722 -487	-5%	-$40.9K	0.01%	388
2020 Q4	$680K	Buy	9,209 +62	+0.7%	+$4.64K	0.01%	424
2020 Q3	$723K	Buy	9,147 +108	+1%	+$7.67K	0.01%	396
2020 Q2	$539K	Buy	9,039 +3,479	+63%	+$178K	0.01%	448
2020 Q1	$206K	Buy	5,560 +1,170	+27%	+$66.2K	0.01%	667
2019 Q4	$237K	Sell	4,390 -170	-4%	-$9.7K	﹤0.01%	737
2019 Q3	$247K	Sell	4,560 -54	-1%	-$2.63K	﹤0.01%	706
2019 Q2	$216K	Buy	4,614 +170	+4%	+$8.48K	﹤0.01%	743
2019 Q1	$211K	Buy	+4,444	New	+$201K	﹤0.01%	748

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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