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

Evermay 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
2026 Q1	$2.17K	Hold	25	–	–	﹤0.01%	545
2025 Q4	$2.57K	Hold	25	–	–	﹤0.01%	504
2025 Q3	$3.15K	Hold	25	–	–	﹤0.01%	485
2025 Q2	$2.77K	Hold	25	–	–	﹤0.01%	492
2025 Q1	$2.87K	Sell	25 -1	-4%	-$125	﹤0.01%	505
2024 Q4	$3.41K	Hold	26	–	–	﹤0.01%	500
2024 Q3	$4.69K	Hold	26	–	–	﹤0.01%	508
2024 Q2	$3.75K	Hold	26	–	–	﹤0.01%	512
2024 Q1	$4.3K	Sell	26 -3	-10%	-$451	﹤0.01%	506
2023 Q4	$4.17K	Buy	29 +3	+12%	+$361	﹤0.01%	489
2023 Q3	$2.81K	Hold	26	–	–	﹤0.01%	486
2023 Q2	$3.13K	Hold	26	–	–	﹤0.01%	474
2023 Q1	$2.63K	Hold	26	–	–	﹤0.01%	475
2022 Q4	$2.26K	Hold	26	–	–	﹤0.01%	490
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	479
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	477
2022 Q1	$2K	Sell	26 -299	-92%	-$26.9K	﹤0.01%	489
2021 Q4	$37K	Sell	325 -104	-24%	-$10.6K	0.01%	306
2021 Q3	$39K	Hold	429	–	–	0.01%	291
2021 Q2	$41K	Buy	+429	New	+$41.4K	0.01%	306

Other funds holding LEN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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