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First Trust Direct Indexing’s Lennar Class A LEN Stock Holding History

First Trust Direct Indexing’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
-8,070
Closed -$1.46M – 510
2024
Q3 		$1.46M Buy
8,070
+100
+1% +$16.8K 0.08% 257
2024
Q2 		$1.16M Buy
7,970
+1,049
+15% +$160K 0.07% 281
2024
Q1 		$1.15M Buy
6,921
+344
+5% +$51.7K 0.09% 266
2023
Q4 		$949K Sell
6,577
-212
-3% -$25.5K 0.08% 271
2023
Q3 		$738K Buy
6,789
+375
+6% +$44K 0.08% 284
2023
Q2 		$778K Sell
6,414
-76
-1% -$8.29K 0.09% 277
2023
Q1 		$660K Buy
6,490
+595
+10% +$57.4K 0.08% 319
2022
Q4 		$516K Sell
5,895
-19
-0.3% -$1.54K 0.07% 374
2022
Q3 		$427K Buy
5,914
+1,745
+42% +$136K 0.06% 381
2022
Q2 		$285K Buy
4,169
+507
+14% +$37.1K 0.04% 484
2022
Q1 		$288K Sell
3,662
-302
-8% -$27.2K 0.04% 520
2021
Q4 		$446K Buy
3,964
+139
+4% +$14.2K 0.06% 380
2021
Q3 		$347K Sell
3,825
-571
-13% -$56.5K 0.05% 438
2021
Q2 		$423K Buy
+4,396
New +$425K 0.06% 361
2021
Q1 		– Sell
-1,110
Closed -$82K – 717
2020
Q4 		$82K Buy
+1,110
New +$83.1K 0.02% 584

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

First Trust Direct Indexing's LEN Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 8,070 shares — an estimated $1.46M sold.

First Trust Direct Indexing first reported a position in LEN in Q4 2020 and held it in 15 quarters. The position peaked at $1.46M in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 8,070 Lennar Class A shares in Q4 2024, an estimated $1.46M.
  • First Trust Direct Indexing first reported a position in Lennar Class A in Q4 2020 and held it in 15 quarters.
  • First Trust Direct Indexing's Lennar Class A position peaked at $1.46M in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.