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John Rogers’s Lennar Class A LEN Stock Holding History

John Rogers’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
2025
Q1 		– Sell
-128,028
Closed -$16.9M – 109
2024
Q4 		$16.9M Sell
128,028
-5,287
-4% -$859K 0.18% 84
2024
Q3 		$24.2M Sell
133,315
-28,787
-18% -$4.82M 0.25% 77
2024
Q2 		$23.5M Buy
+162,102
New +$24.7M 0.25% 84

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

John Rogers's LEN Position: Q1 2025 in Review

John Rogers sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 128,028 shares — an estimated $16.9M sold.

John Rogers first reported a position in LEN in Q2 2024 and held it in 3 quarters. The position peaked at $24.2M in Q3 2024. 967 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • John Rogers reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • John Rogers sold 128,028 Lennar Class A shares in Q1 2025, an estimated $16.9M.
  • John Rogers first reported a position in Lennar Class A in Q2 2024 and held it in 3 quarters.
  • John Rogers's Lennar Class A position peaked at $24.2M in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Ariel Investments's 13F filing for Q1 2025, filed 15 May 2025.