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Accel Wealth Management’s Lennar Class A LEN Stock Holding History

Accel Wealth 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
2024
Q4 		– Sell
-1,454
Closed -$264K – 258
2024
Q3 		$264K Sell
1,454
-199
-12% -$33.3K 0.1% 198
2024
Q2 		$240K Buy
1,653
+1
+0.1% +$152 0.1% 194
2024
Q1 		$275K Buy
1,652
+32
+2% +$4.81K 0.12% 163
2023
Q4 		$234K Buy
+1,620
New +$195K 0.12% 167
2023
Q3 		– Sell
-1,774
Closed -$215K – 172
2023
Q2 		$215K Buy
1,774
+232
+15% +$25.3K 0.12% 156
2023
Q1 		$157K Hold
1,542
– – 0.06% 249
2022
Q4 		$135K Buy
1,542
+1
+0.1% +$81 0.06% 203
2022
Q3 		$121K Buy
1,541
+1
+0.1% +$78 0.06% 221
2022
Q2 		$116K Sell
1,540
-264
-15% -$19.3K 0.07% 213
2022
Q1 		$144K Sell
1,804
-412
-19% -$37.1K 0.07% 198
2021
Q4 		$249K Buy
2,216
+1
+0% +$102 0.12% 133
2021
Q3 		$201K Buy
2,215
+2
+0.1% +$198 0.13% 133
2021
Q2 		$213K Buy
2,213
+3
+0.1% +$290 0.14% 138
2021
Q1 		$217K Buy
2,210
+1
+0% +$84 0.18% 121
2020
Q4 		$163K Buy
+2,209
New +$165K 0.15% 143

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accel Wealth Management's LEN Position: Q4 2024 in Review

Accel Wealth Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,454 shares — an estimated $264K sold.

Accel Wealth Management first reported a position in LEN in Q4 2020 and held it in 15 quarters. The position peaked at $275K in Q1 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Accel Wealth Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Accel Wealth Management sold 1,454 Lennar Class A shares in Q4 2024, an estimated $264K.
  • Accel Wealth Management first reported a position in Lennar Class A in Q4 2020 and held it in 15 quarters.
  • Accel Wealth Management's Lennar Class A position peaked at $275K in Q1 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Accel Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.