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Bison Wealth’s Lennar Class A LEN Stock Holding History

Bison Wealth’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
-1,537
Closed -$279K – 383
2024
Q3 		$279K Buy
+1,537
New +$257K 0.04% 334
2016
Q1 		– Sell
-6,531
Closed -$304K – 229
2015
Q4 		$304K Buy
6,531
+353
+6% +$16.8K 0.17% 154
2015
Q3 		$283K Buy
6,178
+1,173
+23% +$57.6K 0.19% 152
2015
Q2 		$243K Buy
5,005
+572
+13% +$26.3K 0.14% 190
2015
Q1 		$219K Buy
+4,433
New +$202K 0.13% 194

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 $8.66B AUM 17.37% 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

Bison Wealth's LEN Position: Q4 2024 in Review

Bison Wealth sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,537 shares — an estimated $279K sold.

Bison Wealth first reported a position in LEN in Q1 2015 and held it in 5 quarters. The position peaked at $304K in Q4 2015. 1,020 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Bison Wealth reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Bison Wealth sold 1,537 Lennar Class A shares in Q4 2024, an estimated $279K.
  • Bison Wealth first reported a position in Lennar Class A in Q1 2015 and held it in 5 quarters.
  • Bison Wealth's Lennar Class A position peaked at $304K in Q4 2015.
  • 1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.