Legacy Trust LEN Holdings History

Number of Shares
54,273.00
Current Holdings Value*
$6.23 Mil
% of Portfolio
1.5%
Total Estimate Gain
$1.39 Mil
% of Total Estimate Gain
26.80%

Legacy Trust's Lennar Corp Holding Summary

As of 2025-03-31, Legacy Trust held 54,273.00 shares of Lennar Corp(LEN), totaling $6.23 Mil. This investment constitutes 1.5% of their stock portfolio, and Legacy Trust now holds 0.02% of the outstanding Lennar Corp(LEN) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 2 purchases of LEN, at an average price of $87.77, for a total of 59,001.00 shares. In addition, there have been 7 sales at an average price of $135.25 for 4,728.00 shares. Based on historical transaction data and LEN's current price of $109.22, Legacy Trust's estimated gain on his LEN holdings is $1.39 Mil, reflecting a 26.80% gain to date.

Legacy Trust LEN ($109.22) Holding Chart

Legacy Trust LEN ($109.22) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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