Convergence Investment Partners’s Lennar Class A LEN Stock Holding History

Convergence Investment 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	-6,059	Closed	-$800K	–	284
2024 Q4	$800K	Sell	6,059 -121	-2%	-$19.7K	0.18%	165
2024 Q3	$1.12M	Buy	6,180 +858	+16%	+$144K	0.3%	109
2024 Q2	$772K	Sell	5,322 -1,375	-21%	-$209K	0.23%	141
2024 Q1	$1.11M	Buy	+6,697	New	+$1.01M	0.43%	76
2021 Q3	–	Sell	-2,980	Closed	-$287K	–	250
2021 Q2	$287K	Sell	2,980 -116	-4%	-$11.2K	0.12%	170
2021 Q1	$303K	Buy	3,096 +301	+11%	+$25.3K	0.14%	152
2020 Q4	$206K	Buy	+2,795	New	+$209K	0.1%	179
2020 Q3	–	Sell	-12,194	Closed	-$727K	–	256
2020 Q2	$727K	Buy	+12,194	New	+$623K	0.25%	144
2018 Q2	–	Sell	-785	Closed	-$45K	–	630
2018 Q1	$45K	Buy	+785	New	+$47.3K	0.01%	457
2017 Q1	–	Sell	-20,097	Closed	-$821K	–	358
2016 Q4	$821K	Buy	+20,097	New	+$813K	0.11%	266
2016 Q2	–	Sell	-51,005	Closed	-$2.35M	–	347
2016 Q1	$2.35M	Buy	+51,005	New	+$2.09M	0.28%	132

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

Convergence Investment Partners's LEN Position: Q1 2025 in Review

Convergence Investment Partners sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 6,059 shares — an estimated $800K sold.

Convergence Investment Partners first reported a position in LEN in Q1 2016 and held it in 11 quarters. The position peaked at $2.35M in Q1 2016. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

Convergence Investment Partners reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
Convergence Investment Partners sold 6,059 Lennar Class A shares in Q1 2025, an estimated $800K.
Convergence Investment Partners first reported a position in Lennar Class A in Q1 2016 and held it in 11 quarters.
Convergence Investment Partners's Lennar Class A position peaked at $2.35M in Q1 2016.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Convergence Investment Partners's 13F filing for Q1 2025, filed 6 May 2025.