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Baldwin Wealth Partners’s Lennar Class A LEN Stock Holding History

Baldwin Wealth Partners’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
-104
Closed -$18.9K – 670
2024
Q3 		$18.9K Buy
+104
New +$17.4K ﹤0.01% 707
2018
Q4 		– Sell
-1,476
Closed -$67K – 525
2018
Q3 		$67K Hold
1,476
– – 0.01% 281
2018
Q2 		$75K Hold
1,476
– – 0.01% 277
2018
Q1 		$84K Hold
1,476
– – 0.01% 250
2017
Q4 		$90K Sell
1,476
-25
-2% -$1.42K 0.01% 253
2017
Q3 		$75K Hold
1,501
– – 0.01% 257
2017
Q2 		$76K Hold
1,501
– – 0.01% 260
2017
Q1 		$73K Hold
1,501
– – 0.01% 265
2016
Q4 		$61K Hold
1,501
– – 0.01% 275
2016
Q3 		$61K Buy
+1,501
New +$66.5K 0.01% 282

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