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Client 1st Advisory Group’s Lennar Class A LEN Stock Holding History

Client 1st Advisory Group’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
-1,245
Closed -$226K – 135
2024
Q3 		$226K Sell
1,245
-243
-16% -$40.7K 0.09% 114
2024
Q2 		$216K Buy
+1,488
New +$226K 0.09% 109

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

Client 1st Advisory Group's LEN Position: Q4 2024 in Review

Client 1st Advisory Group sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,245 shares — an estimated $226K sold.

Client 1st Advisory Group first reported a position in LEN in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Client 1st Advisory Group reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Client 1st Advisory Group sold 1,245 Lennar Class A shares in Q4 2024, an estimated $226K.
  • Client 1st Advisory Group first reported a position in Lennar Class A in Q2 2024 and held it in 2 quarters.
  • Client 1st Advisory Group's Lennar Class A position peaked at $226K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Client 1st Advisory Group's 13F filing for Q4 2024, filed 16 Jan 2025.