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

Evergreen 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
2025
Q3 		– Sell
-38
Closed -$4.2K – 278
2025
Q2 		$4.2K Buy
+38
New +$4.12K ﹤0.01% 195

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evergreen Private Wealth's LEN Position: Q3 2025 in Review

Evergreen Private Wealth sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 38 shares — an estimated $4.2K sold.

Evergreen Private Wealth first reported a position in LEN in Q2 2025 and held it in 1 quarter. The position peaked at $4.2K in Q2 2025. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

  • Evergreen Private Wealth reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 38 Lennar Class A shares in Q3 2025, an estimated $4.2K.
  • Evergreen Private Wealth first reported a position in Lennar Class A in Q2 2025 and held it in 1 quarter.
  • Evergreen Private Wealth's Lennar Class A position peaked at $4.2K in Q2 2025.
  • 981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Evergreen Private Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.