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Glassman Wealth Services’s Lennar Class A LEN Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-949
Closed -$137K – 1073
2023
Q4 		$137K Buy
949
+17
+2% +$2.05K 0.02% 248
2023
Q3 		$101K Hold
932
– – 0.02% 274
2023
Q2 		$113K Buy
932
+1
+0.1% +$109 0.02% 247
2023
Q1 		$94.7K Buy
931
+2
+0.2% +$193 0.02% 271
2022
Q4 		$81.4K Buy
929
+49
+6% +$3.97K 0.02% 305
2022
Q3 		$64K Buy
880
+2
+0.2% +$155 0.01% 335
2022
Q2 		$60K Buy
878
+22
+3% +$1.61K 0.01% 349
2022
Q1 		$67K Sell
856
-46
-5% -$4.14K 0.01% 337
2021
Q4 		$101K Buy
902
+52
+6% +$5.32K 0.02% 244
2021
Q3 		$77K Buy
850
+18
+2% +$1.78K 0.02% 276
2021
Q2 		$80K Buy
832
+777
+1,413% +$75.1K 0.02% 269
2021
Q1 		$5K Buy
55
+9
+20% +$757 ﹤0.01% 860
2020
Q4 		$3K Buy
46
+3
+7% +$225 ﹤0.01% 982
2020
Q3 		$3K Buy
43
+9
+26% +$639 ﹤0.01% 907
2020
Q2 		$2K Hold
34
– – ﹤0.01% 869
2020
Q1 		$1K Sell
34
-57
-63% -$3.23K ﹤0.01% 916
2019
Q4 		$5K Buy
91
+9
+11% +$513 ﹤0.01% 579
2019
Q3 		$4K Buy
82
+3
+4% +$146 ﹤0.01% 576
2019
Q2 		$4K Sell
79
-5
-6% -$249 ﹤0.01% 587
2019
Q1 		$4K Buy
84
+66
+367% +$2.99K ﹤0.01% 584
2018
Q4 		$1K Sell
18
-6
-25% -$245 ﹤0.01% 650
2018
Q3 		$1K Sell
24
-6
-20% -$302 ﹤0.01% 700
2018
Q2 		$2K Hold
30
– – ﹤0.01% 571
2018
Q1 		$2K Hold
30
– – ﹤0.01% 545
2017
Q4 		$2K Buy
30
+27
+900% +$1.53K ﹤0.01% 503
2017
Q3 		$0 Hold
3
– – ﹤0.01% 592
2017
Q2 		$0 Hold
3
– – ﹤0.01% 613
2017
Q1 		$0 Buy
+3
New +$136 ﹤0.01% 645
2016
Q4 		– Sell
-21
Closed -$1K – 677
2016
Q3 		$1K Buy
+21
New +$930 ﹤0.01% 430

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Glassman Wealth Services's LEN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Lennar Class A (LEN) in Q1 2024, closing a stake of 949 shares — an estimated $137K sold.

Glassman Wealth Services first reported a position in LEN in Q3 2016 and held it in 29 quarters. The position peaked at $137K in Q4 2023. 1,021 funds tracked by Wall St. Rank hold LEN as of Q1 2024.

  • Glassman Wealth Services reported no remaining Lennar Class A position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 949 Lennar Class A shares in Q1 2024, an estimated $137K.
  • Glassman Wealth Services first reported a position in Lennar Class A in Q3 2016 and held it in 29 quarters.
  • Glassman Wealth Services's Lennar Class A position peaked at $137K in Q4 2023.
  • 1,021 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.