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Cassady Schiller Wealth Management’s Lennar Class A LEN Stock Holding History

Cassady Schiller Wealth Management’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 		$22.8K Buy
173
+158
+1,053% +$25.7K 0.01% 268
2024
Q3 		$2.81K Hold
15
– – ﹤0.01% 378
2024
Q2 		$2.25K Hold
15
– – ﹤0.01% 390
2024
Q1 		$2.58K Buy
+15
New +$2.25K ﹤0.01% 414
2022
Q1 		– Sell
-11
Closed -$1K – 371
2021
Q4 		$1K Buy
+11
New +$1.12K ﹤0.01% 471

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
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

Cassady Schiller Wealth Management's LEN Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Lennar Class A (LEN) stake by 1,053% in Q4 2024, buying an estimated $25.7K and bringing the position to 173 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #268.

Cassady Schiller Wealth Management first reported a position in LEN in Q4 2021 and has held it in 5 quarters since. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Cassady Schiller Wealth Management held 173 shares of Lennar Class A worth $22.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 158 Lennar Class A shares in Q4 2024, an estimated $25.7K.
  • Lennar Class A made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #268 holding.
  • Cassady Schiller Wealth Management first reported a position in Lennar Class A in Q4 2021 and has held it in 5 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.