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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baldwin Wealth Partners's LEN Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 104 shares — an estimated $18.9K sold.

Baldwin Wealth Partners first reported a position in LEN in Q3 2016 and held it in 10 quarters. The position peaked at $90K in Q4 2017. 1,022 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

Baldwin Wealth Partners reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 104 Lennar Class A shares in Q4 2024, an estimated $18.9K.
Baldwin Wealth Partners first reported a position in Lennar Class A in Q3 2016 and held it in 10 quarters.
Baldwin Wealth Partners's Lennar Class A position peaked at $90K in Q4 2017.
1,022 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.