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Gladstone Institutional Advisory’s Lennar Class A LEN Stock Holding History

Gladstone Institutional 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
Q4 		– Sell
-2,995
Closed -$543K – 721
2024
Q3 		$543K Buy
2,995
+154
+5% +$25.8K 0.03% 432
2024
Q2 		$412K Buy
2,841
+85
+3% +$12.9K 0.02% 464
2024
Q1 		$459K Buy
2,756
+1,244
+82% +$187K 0.03% 429
2023
Q4 		$218K Buy
+1,512
New +$182K 0.01% 607

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

Gladstone Institutional Advisory's LEN Position: Q4 2024 in Review

Gladstone Institutional Advisory sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 2,995 shares — an estimated $543K sold.

Gladstone Institutional Advisory first reported a position in LEN in Q4 2023 and held it in 4 quarters. The position peaked at $543K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Gladstone Institutional Advisory reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,995 Lennar Class A shares in Q4 2024, an estimated $543K.
  • Gladstone Institutional Advisory first reported a position in Lennar Class A in Q4 2023 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Lennar Class A position peaked at $543K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.