Vestmark Advisory Solutions’s Lennar Class A LEN Stock Holding History

Vestmark Advisory Solutions’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	-9,853	Closed	-$1.2M	–	689
2023 Q2	$1.2M	Sell	9,853 -2,375	-19%	-$259K	0.05%	411
2023 Q1	$1.24M	Sell	12,228 -468	-4%	-$45.2K	0.05%	387
2022 Q4	$1.11M	Sell	12,696 -1,053	-8%	-$85.3K	0.05%	385
2022 Q3	$992K	Buy	13,749 +865	+7%	+$67.2K	0.06%	385
2022 Q2	$880K	Buy	12,884 +4,170	+48%	+$306K	0.05%	398
2022 Q1	$685K	Buy	8,714 +485	+6%	+$43.7K	0.04%	456
2021 Q4	$925K	Buy	8,229 +1,032	+14%	+$105K	0.05%	378
2021 Q3	$653K	Buy	7,197 +814	+13%	+$80.6K	0.04%	423
2021 Q2	$614K	Buy	6,383 +907	+17%	+$87.6K	0.04%	423
2021 Q1	$537K	Buy	5,476 +392	+8%	+$33K	0.05%	423
2020 Q4	$375K	Sell	5,084 -171	-3%	-$12.8K	0.04%	421
2020 Q3	$416K	Buy	5,255 +536	+11%	+$38.1K	0.06%	355
2020 Q2	$281K	Buy	+4,719	New	+$241K	0.04%	418
2019 Q4	–	Sell	-4,980	Closed	-$269K	–	411
2019 Q3	$269K	Sell	4,980 -1,597	-24%	-$77.8K	0.04%	450
2019 Q2	$309K	Buy	6,577 +1,015	+18%	+$50.6K	0.05%	400
2019 Q1	$264K	Buy	+5,562	New	+$252K	0.05%	426

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vestmark Advisory Solutions's LEN Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 9,853 shares — an estimated $1.2M sold.

Vestmark Advisory Solutions first reported a position in LEN in Q1 2019 and held it in 16 quarters. The position peaked at $1.24M in Q1 2023. 872 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 9,853 Lennar Class A shares in Q3 2023, an estimated $1.2M.
Vestmark Advisory Solutions first reported a position in Lennar Class A in Q1 2019 and held it in 16 quarters.
Vestmark Advisory Solutions's Lennar Class A position peaked at $1.24M in Q1 2023.
872 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.