Concord Asset Management (Virginia)’s Lennar Class A LEN Stock Holding History

Concord Asset Management (Virginia)’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	-4,068	Closed	-$537K	–	134
2024 Q4	$537K	Buy	4,068 +214	+6%	+$34.8K	0.12%	105
2024 Q3	$699K	Buy	3,854 +155	+4%	+$26K	0.16%	90
2024 Q2	$537K	Buy	3,699 +96	+3%	+$14.6K	0.13%	99
2024 Q1	$600K	Buy	3,603 +2,203	+157%	+$331K	0.16%	95
2023 Q4	$202K	Sell	1,400 -3,003	-68%	-$362K	0.06%	133
2023 Q3	$478K	Buy	4,403 +1,200	+37%	+$141K	0.16%	84
2023 Q2	$389K	Buy	3,203 +644	+25%	+$70.3K	0.14%	84
2023 Q1	$260K	Buy	+2,559	New	+$247K	0.11%	91

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Concord Asset Management (Virginia)'s LEN Position: Q1 2025 in Review

Concord Asset Management (Virginia) sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 4,068 shares — an estimated $537K sold.

Concord Asset Management (Virginia) first reported a position in LEN in Q1 2023 and held it in 8 quarters. The position peaked at $699K in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

Concord Asset Management (Virginia) reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
Concord Asset Management (Virginia) sold 4,068 Lennar Class A shares in Q1 2025, an estimated $537K.
Concord Asset Management (Virginia) first reported a position in Lennar Class A in Q1 2023 and held it in 8 quarters.
Concord Asset Management (Virginia)'s Lennar Class A position peaked at $699K in Q3 2024.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2025, filed 2 May 2025.