WP
LEN icon

WealthPLAN Partners’s Lennar Class A LEN Stock Holding History

WealthPLAN Partners’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
-60
Closed -$7.27K – 763
2023
Q2 		$7.27K Hold
60
– – ﹤0.01% 847
2023
Q1 		$6.1K Buy
+60
New +$5.79K ﹤0.01% 966

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's LEN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 60 shares — an estimated $7.27K sold.

WealthPLAN Partners first reported a position in LEN in Q1 2023 and held it in 2 quarters. The position peaked at $7.27K in Q2 2023. 873 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 60 Lennar Class A shares in Q3 2023, an estimated $7.27K.
  • WealthPLAN Partners first reported a position in Lennar Class A in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Lennar Class A position peaked at $7.27K in Q2 2023.
  • 873 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.