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

Avior 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
2025 Q1	–	Sell	-369	Closed	-$48.7K	–	1636
2024 Q4	$48.7K	Buy	369 +63	+21%	+$10.2K	﹤0.01%	1162
2024 Q3	$55.5K	Buy	306 +14	+5%	+$2.35K	﹤0.01%	1079
2024 Q2	$42.4K	Sell	292 -1,281	-81%	-$195K	﹤0.01%	1153
2024 Q1	$262K	Buy	1,573 +605	+63%	+$90.9K	0.01%	629
2023 Q4	$140K	Buy	968 +1	+0.1%	+$120	0.01%	562
2023 Q3	$105K	Buy	967 +45	+5%	+$5.28K	0.01%	617
2023 Q2	$112K	Buy	922 +2	+0.2%	+$218	0.01%	611
2023 Q1	$93.7K	Buy	920 +912	+11,400%	+$88K	0.01%	650
2022 Q4	$724	Hold	8	–	–	﹤0.01%	1147
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1232
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1156
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1175
2021 Q4	$0	Sell	8 -4	-33%	-$409	﹤0.01%	1167
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1007
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	980
2021 Q1	$1K	Hold	12	–	–	﹤0.01%	960
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1039
2020 Q3	$0	Hold	12	–	–	﹤0.01%	982
2020 Q2	$0	Hold	12	–	–	﹤0.01%	955
2020 Q1	$0	Hold	12	–	–	﹤0.01%	842
2019 Q4	$0	Hold	12	–	–	﹤0.01%	833
2019 Q3	$0	Hold	12	–	–	﹤0.01%	827
2019 Q2	$1K	Buy	+12	New	+$599	﹤0.01%	791

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avior Wealth Management's LEN Position: Q1 2025 in Review

Avior Wealth Management sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 369 shares — an estimated $48.7K sold.

Avior Wealth Management first reported a position in LEN in Q2 2019 and held it in 23 quarters. The position peaked at $262K in Q1 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

Avior Wealth Management reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 369 Lennar Class A shares in Q1 2025, an estimated $48.7K.
Avior Wealth Management first reported a position in Lennar Class A in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's Lennar Class A position peaked at $262K in Q1 2024.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.