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Colonial Trust’s Lennar Class A LEN Stock Holding History

Colonial Trust’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 		$17.7K Buy
204
+4
+2% +$432 ﹤0.01% 691
2025
Q4 		$20.6K Sell
200
-1
-0.5% -$121 ﹤0.01% 683
2025
Q3 		$25.3K Buy
201
+1
+0.5% +$124 ﹤0.01% 641
2025
Q2 		$22.1K Sell
200
-12
-6% -$1.3K ﹤0.01% 661
2025
Q1 		$24.3K Buy
212
+1
+0.5% +$125 ﹤0.01% 655
2024
Q4 		$27.8K Hold
211
– – ﹤0.01% 717
2024
Q3 		$38.2K Sell
211
-10
-5% -$1.68K 0.01% 595
2024
Q2 		$32.1K Hold
221
– – 0.01% 588
2024
Q1 		$36.8K Hold
221
– – 0.01% 558
2023
Q4 		$31.9K Buy
221
+14
+7% +$1.69K 0.01% 571
2023
Q3 		$22.4K Hold
207
– – 0.01% 591
2023
Q2 		$25.1K Hold
207
– – 0.01% 566
2023
Q1 		$21K Hold
207
– – 0.01% 573
2022
Q4 		$18.1K Buy
+207
New +$16.8K ﹤0.01% 584

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