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Bogart Wealth LLC’s Lennar Class A LEN Stock Holding History

Bogart Wealth LLC’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 		$2.87K Buy
33
+25
+313% +$2.7K ﹤0.01% 1196
2025
Q4 		$822 Sell
8
-59,503
-100% -$7.19M ﹤0.01% 1359
2025
Q3 		$7.5M Buy
59,511
+813
+1% +$101K 0.3% 80
2025
Q2 		$6.49M Buy
58,698
+2,400
+4% +$260K 0.28% 86
2025
Q1 		$6.46M Buy
56,298
+56,278
+281,390% +$7.03M 0.31% 75
2024
Q4 		$2.59K Buy
+20
New +$3.25K ﹤0.01% 1047
2021
Q1 		– Sell
-35
Closed -$2K – 681
2020
Q4 		$2K Hold
35
– – ﹤0.01% 406
2020
Q3 		$2K Hold
35
– – ﹤0.01% 394
2020
Q2 		$2K Hold
35
– – ﹤0.01% 392
2020
Q1 		$1K Hold
35
– – ﹤0.01% 396
2019
Q4 		$2K Buy
+35
New +$2K ﹤0.01% 364

Other funds holding LEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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