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Crestmont Private Wealth’s Lennar Class A LEN Stock Holding History

Crestmont Private Wealth’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
-1,228
Closed -$223K – 101
2024
Q3 		$223K Buy
+1,228
New +$206K 0.1% 85

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

Crestmont Private Wealth's LEN Position: Q4 2024 in Review

Crestmont Private Wealth sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,228 shares — an estimated $223K sold.

Crestmont Private Wealth first reported a position in LEN in Q3 2024 and held it in 1 quarter. The position peaked at $223K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Crestmont Private Wealth reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Crestmont Private Wealth sold 1,228 Lennar Class A shares in Q4 2024, an estimated $223K.
  • Crestmont Private Wealth first reported a position in Lennar Class A in Q3 2024 and held it in 1 quarter.
  • Crestmont Private Wealth's Lennar Class A position peaked at $223K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.