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Capital & Planning LLC’s Lennar Class A LEN Stock Holding History

Capital & Planning 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
2025
Q1 		– Sell
-26
Closed -$3.41K – 112
2024
Q4 		$3.41K Buy
+26
New +$4.22K ﹤0.01% 141

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital & Planning LLC's LEN Position: Q1 2025 in Review

Capital & Planning LLC sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 26 shares — an estimated $3.41K sold.

Capital & Planning LLC first reported a position in LEN in Q4 2024 and held it in 1 quarter. The position peaked at $3.41K in Q4 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Capital & Planning LLC reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 26 Lennar Class A shares in Q1 2025, an estimated $3.41K.
  • Capital & Planning LLC first reported a position in Lennar Class A in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Lennar Class A position peaked at $3.41K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.