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Wealthcare Capital Management’s Lennar Class A LEN Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-62
Closed -$6K – 392
2021
Q1 		$6K Buy
+62
New +$5.21K ﹤0.01% 352
2020
Q1 		– Sell
-40
Closed -$2K – 470
2019
Q4 		$2K Buy
+40
New +$2.28K ﹤0.01% 498

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's LEN Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Lennar Class A (LEN) in Q2 2021, closing a stake of 62 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in LEN in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 755 funds tracked by Wall St. Rank hold LEN as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Lennar Class A position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 62 Lennar Class A shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Lennar Class A in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Lennar Class A position peaked at $6K in Q1 2021.
  • 755 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.