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Impact Partnership Wealth’s Lennar Class A LEN Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-3,586
Closed -$520K – 262
2024
Q2 		$520K Buy
3,586
+1,778
+98% +$271K 0.14% 99
2024
Q1 		$301K Sell
1,808
-78
-4% -$11.7K 0.12% 120
2023
Q4 		$272K Sell
1,886
-766
-29% -$92.3K 0.1% 127
2023
Q3 		$288K Sell
2,652
-624
-19% -$73.2K 0.09% 132
2023
Q2 		$397K Buy
+3,276
New +$358K 0.14% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's LEN Position: Q3 2024 in Review

Impact Partnership Wealth sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 3,586 shares — an estimated $520K sold.

Impact Partnership Wealth first reported a position in LEN in Q2 2023 and held it in 5 quarters. The position peaked at $520K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Impact Partnership Wealth reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,586 Lennar Class A shares in Q3 2024, an estimated $520K.
  • Impact Partnership Wealth first reported a position in Lennar Class A in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Lennar Class A position peaked at $520K in Q2 2024.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Impact Partnership Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.