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Concord Wealth Partners’s Lennar Class A LEN Stock Holding History

Concord Wealth Partners’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
-4,086
Closed -$539K – 893
2024
Q4 		$539K Buy
4,086
+329
+9% +$53.5K 0.09% 138
2024
Q3 		$682K Buy
3,757
+88
+2% +$14.7K 0.11% 118
2024
Q2 		$532K Buy
3,669
+1
+0% +$152 0.09% 137
2024
Q1 		$611K Buy
3,668
+2,350
+178% +$353K 0.11% 129
2023
Q4 		$190K Sell
1,318
-3,773
-74% -$454K 0.04% 202
2023
Q3 		$553K Buy
5,091
+1,402
+38% +$164K 0.12% 120
2023
Q2 		$447K Buy
3,689
+1,703
+86% +$186K 0.1% 120
2023
Q1 		$202K Buy
1,986
+1,965
+9,357% +$190K 0.06% 159
2022
Q4 		$1.81K Buy
+21
New +$1.7K ﹤0.01% 958
2022
Q3 		– Sell
-175
Closed -$12K – 694
2022
Q2 		$12K Buy
175
+10
+6% +$733 ﹤0.01% 653
2022
Q1 		$13K Hold
165
– – ﹤0.01% 717
2021
Q4 		$19K Buy
+165
New +$16.9K ﹤0.01% 659
2021
Q3 		– Sell
-165
Closed -$16K – 976
2021
Q2 		$16K Buy
165
+41
+33% +$3.96K ﹤0.01% 547
2021
Q1 		$12K Buy
+124
New +$10.4K ﹤0.01% 557

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

Concord Wealth Partners's LEN Position: Q1 2025 in Review

Concord Wealth Partners sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 4,086 shares — an estimated $539K sold.

Concord Wealth Partners first reported a position in LEN in Q1 2021 and held it in 14 quarters. The position peaked at $682K in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Concord Wealth Partners reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 4,086 Lennar Class A shares in Q1 2025, an estimated $539K.
  • Concord Wealth Partners first reported a position in Lennar Class A in Q1 2021 and held it in 14 quarters.
  • Concord Wealth Partners's Lennar Class A position peaked at $682K in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.