WS
LEN icon

Wela Strategies’s Lennar Class A LEN Stock Holding History

Wela Strategies’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
-4,098
Closed -$497K – 46
2023
Q2 		$497K Hold
4,098
– – 0.38% 24
2023
Q1 		$417K Sell
4,098
-43
-1% -$4.15K 0.22% 31
2022
Q4 		$363K Buy
4,141
+315
+8% +$25.5K 0.2% 36
2022
Q3 		$276K Buy
3,826
+619
+19% +$48.1K 0.19% 38
2022
Q2 		$219K Buy
3,207
+167
+5% +$12.2K 0.13% 42
2022
Q1 		$239K Buy
+3,040
New +$274K 0.12% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Wela Strategies's LEN Position: Q3 2023 in Review

Wela Strategies sold out of Lennar Class A (LEN) in Q3 2023, closing a stake of 4,098 shares — an estimated $497K sold.

Wela Strategies first reported a position in LEN in Q1 2022 and held it in 6 quarters. The position peaked at $497K in Q2 2023. 873 funds tracked by Wall St. Rank hold LEN as of Q3 2023.

  • Wela Strategies reported no remaining Lennar Class A position as of Q3 2023 after selling out during the quarter.
  • Wela Strategies sold 4,098 Lennar Class A shares in Q3 2023, an estimated $497K.
  • Wela Strategies first reported a position in Lennar Class A in Q1 2022 and held it in 6 quarters.
  • Wela Strategies's Lennar Class A position peaked at $497K in Q2 2023.
  • 873 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2023.

Based on Wela Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.