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JT Stratford LLC’s Lennar Class A LEN Stock Holding History

JT Stratford LLC’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
Q2 		– Sell
-2,490
Closed -$286K – 321
2025
Q1 		$286K Sell
2,490
-14,909
-86% -$1.86M 0.05% 235
2024
Q4 		$2.3M Buy
17,399
+943
+6% +$153K 0.38% 52
2024
Q3 		$2.99M Sell
16,456
-199
-1% -$33.3K 0.51% 38
2024
Q2 		$2.42M Buy
16,655
+2,116
+15% +$322K 0.45% 45
2024
Q1 		$2.42M Buy
14,539
+2,976
+26% +$447K 0.48% 41
2023
Q4 		$1.67M Sell
11,563
-217
-2% -$26.1K 0.38% 66
2023
Q3 		$1.28M Buy
11,780
+4,732
+67% +$555K 0.33% 80
2023
Q2 		$855K Buy
7,048
+1,192
+20% +$130K 0.23% 107
2023
Q1 		$596K Buy
5,856
+512
+10% +$49.4K 0.17% 128
2022
Q4 		$468K Buy
5,344
+1,191
+29% +$96.5K 0.15% 135
2022
Q3 		$300K Sell
4,153
-1,088
-21% -$84.5K 0.11% 159
2022
Q2 		$358K Buy
5,241
+333
+7% +$24.4K 0.11% 155
2022
Q1 		$386K Sell
4,908
-4,956
-50% -$447K 0.11% 149
2021
Q4 		$1.11M Buy
9,864
+1,342
+16% +$137K 0.3% 80
2021
Q3 		$773K Buy
8,522
+3,653
+75% +$362K 0.24% 95
2021
Q2 		$468K Buy
4,869
+327
+7% +$31.6K 0.15% 127
2021
Q1 		$445K Buy
+4,542
New +$382K 0.16% 126

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JT Stratford LLC's LEN Position: Q2 2025 in Review

JT Stratford LLC sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 2,490 shares — an estimated $286K sold.

JT Stratford LLC first reported a position in LEN in Q1 2021 and held it in 17 quarters. The position peaked at $2.99M in Q3 2024. 939 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

  • JT Stratford LLC reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
  • JT Stratford LLC sold 2,490 Lennar Class A shares in Q2 2025, an estimated $286K.
  • JT Stratford LLC first reported a position in Lennar Class A in Q1 2021 and held it in 17 quarters.
  • JT Stratford LLC's Lennar Class A position peaked at $2.99M in Q3 2024.
  • 939 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on JT Stratford LLC's 13F filing for Q2 2025, filed 13 Aug 2025.