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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dakota Wealth Management's LEN Position: Q4 2024 in Review

Dakota Wealth Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,375 shares — an estimated $250K sold.

Dakota Wealth Management first reported a position in LEN in Q2 2018 and held it in 9 quarters. The position peaked at $331K in Q4 2019. 1,022 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

Dakota Wealth Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
Dakota Wealth Management sold 1,375 Lennar Class A shares in Q4 2024, an estimated $250K.
Dakota Wealth Management first reported a position in Lennar Class A in Q2 2018 and held it in 9 quarters.
Dakota Wealth Management's Lennar Class A position peaked at $331K in Q4 2019.
1,022 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Dakota Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.