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Great Valley Advisor Group’s Lennar Class A LEN Stock Holding History

Great Valley Advisor Group’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
-1,295
Closed -$235K – 865
2024
Q3 		$235K Buy
+1,295
New +$217K 0.01% 756
2024
Q2 		– Sell
-1,342
Closed -$224K – 796
2024
Q1 		$224K Buy
+1,342
New +$202K 0.01% 677

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

Great Valley Advisor Group's LEN Position: Q4 2024 in Review

Great Valley Advisor Group sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,295 shares — an estimated $235K sold.

Great Valley Advisor Group first reported a position in LEN in Q1 2024 and held it in 2 quarters. The position peaked at $235K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Great Valley Advisor Group reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,295 Lennar Class A shares in Q4 2024, an estimated $235K.
  • Great Valley Advisor Group first reported a position in Lennar Class A in Q1 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's Lennar Class A position peaked at $235K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Great Valley Advisor Group's 13F filing for Q4 2024, filed 24 Feb 2025.