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Johnson Investment Counsel’s Lennar Class A LEN Stock Holding History

Johnson Investment Counsel’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
-4,392
Closed -$580K – 827
2024
Q4 		$580K Hold
4,392
– – 0.01% 494
2024
Q3 		$797K Buy
4,392
+17
+0.4% +$2.85K 0.01% 428
2024
Q2 		$635K Hold
4,375
– – 0.01% 450
2024
Q1 		$728K Sell
4,375
-15
-0.3% -$2.25K 0.01% 421
2023
Q4 		$633K Sell
4,390
-207
-5% -$24.9K 0.01% 434
2023
Q3 		$499K Buy
4,597
+413
+10% +$48.4K 0.01% 464
2023
Q2 		$508K Buy
4,184
+3
+0.1% +$327 0.01% 469
2023
Q1 		$425K Buy
+4,181
New +$404K 0.01% 491
2022
Q4 		– Sell
-6,192
Closed -$447K – 672
2022
Q3 		$447K Buy
6,192
+18
+0.3% +$1.4K 0.01% 458
2022
Q2 		$422K Buy
6,174
+134
+2% +$9.82K 0.01% 482
2022
Q1 		$475K Buy
6,040
+364
+6% +$32.8K 0.01% 478
2021
Q4 		$638K Buy
5,676
+10
+0.2% +$1.02K 0.01% 416
2021
Q3 		$514K Hold
5,666
– – 0.01% 440
2021
Q2 		$545K Sell
5,666
-4
-0.1% -$386 0.01% 424
2021
Q1 		$556K Buy
5,670
+103
+2% +$8.66K 0.01% 403
2020
Q4 		$411K Buy
5,567
+1,033
+23% +$77.4K 0.01% 438
2020
Q3 		$358K Buy
4,534
+1
+0% +$71 0.01% 438
2020
Q2 		$270K Buy
+4,533
New +$232K 0.01% 495

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Johnson Investment Counsel's LEN Position: Q1 2025 in Review

Johnson Investment Counsel sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 4,392 shares — an estimated $580K sold.

Johnson Investment Counsel first reported a position in LEN in Q2 2020 and held it in 18 quarters. The position peaked at $797K in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Johnson Investment Counsel reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Johnson Investment Counsel sold 4,392 Lennar Class A shares in Q1 2025, an estimated $580K.
  • Johnson Investment Counsel first reported a position in Lennar Class A in Q2 2020 and held it in 18 quarters.
  • Johnson Investment Counsel's Lennar Class A position peaked at $797K in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Johnson Investment Counsel's 13F filing for Q1 2025, filed 21 Apr 2025.