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Delap Wealth Advisory’s Lennar Class A LEN Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-2,751
Closed -$458K – 214
2024
Q1 		$458K Buy
+2,751
New +$413K 0.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Delap Wealth Advisory's LEN Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Lennar Class A (LEN) in Q2 2024, closing a stake of 2,751 shares — an estimated $458K sold.

Delap Wealth Advisory first reported a position in LEN in Q1 2024 and held it in 1 quarter. The position peaked at $458K in Q1 2024. 978 funds tracked by Wall St. Rank hold LEN as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Lennar Class A position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 2,751 Lennar Class A shares in Q2 2024, an estimated $458K.
  • Delap Wealth Advisory first reported a position in Lennar Class A in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Lennar Class A position peaked at $458K in Q1 2024.
  • 978 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.