Bank Julius Baer & Co
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Bank Julius Baer & Co’s Lennar Class A LEN Stock Holding History

Bank Julius Baer & Co’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
2026
Q1 		$1.34M Sell
15,781
-6,798
-30% -$735K ﹤0.01% 358
2025
Q4 		$2.34M Sell
22,579
-11,652
-34% -$1.41M 0.01% 309
2025
Q3 		$4.31M Buy
+34,231
New +$4.25M 0.01% 256
2025
Q1 		– Sell
-1,416
Closed -$206K – 649
2024
Q4 		$206K Buy
+1,416
New +$230K ﹤0.01% 426
2024
Q3 		– Sell
-2,776
Closed -$448K – 532
2024
Q2 		$448K Buy
2,776
+75
+3% +$11.4K ﹤0.01% 282
2024
Q1 		$450K Buy
2,701
+1,703
+171% +$256K ﹤0.01% 323
2023
Q4 		$144K Sell
998
-29
-3% -$3.49K ﹤0.01% 420
2023
Q3 		$112K Sell
1,027
-250
-20% -$29.3K ﹤0.01% 412
2023
Q2 		$155K Sell
1,277
-5
-0.4% -$546 ﹤0.01% 430
2023
Q1 		$130K Buy
1,282
+283
+28% +$27.3K ﹤0.01% 466
2022
Q4 		$87K Buy
999
+12
+1% +$972 ﹤0.01% 485
2022
Q3 		$71K Sell
987
-514
-34% -$39.9K ﹤0.01% 484
2022
Q2 		$103K Sell
1,501
-1,642
-52% -$120K ﹤0.01% 481
2022
Q1 		$247K Sell
3,143
-3,429
-52% -$309K ﹤0.01% 399
2021
Q4 		$739K Sell
6,572
-11,444
-64% -$1.17M ﹤0.01% 383
2021
Q3 		$1.63M Buy
18,016
+7,348
+69% +$727K 0.01% 274
2021
Q2 		$1.03M Buy
10,668
+6,223
+140% +$601K 0.01% 343
2021
Q1 		$436K Sell
4,445
-13,511
-75% -$1.14M ﹤0.01% 471
2020
Q4 		$1.32M Sell
17,956
-4,243
-19% -$318K 0.01% 310
2020
Q3 		$1.5M Buy
22,199
+5,537
+33% +$393K 0.01% 253
2020
Q2 		$888K Buy
16,662
+9,610
+136% +$491K 0.01% 290
2020
Q1 		$261K Buy
+7,052
New +$399K 0.01% 373

Other funds holding LEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Bank Julius Baer & Co's LEN Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Lennar Class A (LEN) stake by 30% in Q1 2026, selling an estimated $735K and leaving 15,781 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Bank Julius Baer & Co first reported a position in LEN in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.31M in Q3 2025. 936 funds tracked by Wall St. Rank hold LEN as of Q1 2026.

  • Bank Julius Baer & Co held 15,781 shares of Lennar Class A worth $1.34M as of Q1 2026.
  • Bank Julius Baer & Co sold 6,798 Lennar Class A shares in Q1 2026, an estimated $735K.
  • Lennar Class A made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #358 holding.
  • Bank Julius Baer & Co first reported a position in Lennar Class A in Q1 2020 and has held it in 22 quarters since.
  • Bank Julius Baer & Co's Lennar Class A position peaked at $4.31M in Q3 2025.
  • 936 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.