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Global Wealth Management Investment Advisory’s Lennar Class A LEN Stock Holding History

Global Wealth Management Investment 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
-8,972
Closed -$1.63M – 147
2024
Q3 		$1.63M Sell
8,972
-4,532
-34% -$759K 0.35% 79
2024
Q2 		$1.96M Buy
13,504
+835
+7% +$127K 0.46% 67
2024
Q1 		$2.11M Buy
12,669
+14
+0.1% +$2.1K 0.52% 63
2023
Q4 		$1.83M Buy
12,655
+564
+5% +$67.9K 0.47% 65
2023
Q3 		$1.31M Buy
12,091
+924
+8% +$108K 0.37% 76
2023
Q2 		$1.35M Buy
11,167
+588
+6% +$64.2K 0.37% 74
2023
Q1 		$1.08M Buy
10,579
+804
+8% +$77.6K 0.32% 78
2022
Q4 		$856K Buy
9,775
+1,265
+15% +$102K 0.28% 84
2022
Q3 		$614K Buy
8,510
+513
+6% +$39.8K 0.22% 96
2022
Q2 		$546K Sell
7,997
-1,966
-20% -$144K 0.18% 98
2022
Q1 		$783K Buy
9,963
+867
+10% +$78.1K 0.23% 91
2021
Q4 		$1.02M Buy
9,096
+926
+11% +$94.7K 0.31% 84
2021
Q3 		$741K Buy
8,170
+979
+14% +$96.9K 0.23% 89
2021
Q2 		$692K Buy
7,191
+111
+2% +$10.7K 0.23% 88
2021
Q1 		$694K Buy
7,080
+1,110
+19% +$93.3K 0.25% 83
2020
Q4 		$441K Buy
5,970
+858
+17% +$64.3K 0.17% 93
2020
Q3 		$404K Sell
5,112
-429
-8% -$30.5K 0.17% 88
2020
Q2 		$331K Buy
5,541
+2,146
+63% +$110K 0.14% 95
2020
Q1 		$126K Buy
3,395
+82
+2% +$4.64K 0.06% 117
2019
Q4 		$179K Buy
3,313
+111
+3% +$6.33K 0.08% 112
2019
Q3 		$173K Buy
3,202
+169
+6% +$8.23K 0.08% 107
2019
Q2 		$142K Buy
3,033
+135
+5% +$6.73K 0.07% 114
2019
Q1 		$138K Buy
2,898
+2,871
+10,633% +$130K 0.07% 133
2018
Q4 		$1K Buy
+27
New +$1.1K ﹤0.01% 651

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 $8.66B AUM 17.37% 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

Global Wealth Management Investment Advisory's LEN Position: Q4 2024 in Review

Global Wealth Management Investment Advisory sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 8,972 shares — an estimated $1.63M sold.

Global Wealth Management Investment Advisory first reported a position in LEN in Q4 2018 and held it in 24 quarters. The position peaked at $2.11M in Q1 2024. 1,020 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Global Wealth Management Investment Advisory reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8,972 Lennar Class A shares in Q4 2024, an estimated $1.63M.
  • Global Wealth Management Investment Advisory first reported a position in Lennar Class A in Q4 2018 and held it in 24 quarters.
  • Global Wealth Management Investment Advisory's Lennar Class A position peaked at $2.11M in Q1 2024.
  • 1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.