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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