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Dakota Wealth Management’s Lennar Class A LEN Stock Holding History

Dakota Wealth Management’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
-1,375
Closed -$250K – 784
2024
Q3 		$250K Sell
1,375
-9
-0.7% -$1.51K 0.01% 640
2024
Q2 		$201K Buy
+1,384
New +$211K ﹤0.01% 672
2020
Q1 		– Sell
-6,129
Closed -$331K – 302
2019
Q4 		$331K Buy
6,129
+4
+0.1% +$228 0.05% 232
2019
Q3 		$331K Buy
6,125
+6
+0.1% +$292 0.06% 224
2019
Q2 		$287K Buy
6,119
+5
+0.1% +$249 0.05% 229
2019
Q1 		$291K Sell
6,114
-300
-5% -$13.6K 0.06% 237
2018
Q4 		$290K Hold
6,414
– – 0.07% 224
2018
Q3 		$290K Buy
6,414
+5
+0.1% +$252 0.07% 217
2018
Q2 		$326K Buy
+6,409
New +$336K 0.09% 160

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