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Kathleen S. Wright Associates’s Lennar Class A LEN Stock Holding History

Kathleen S. Wright Associates’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
-79
Closed -$14.2K – 285
2024
Q3 		$14.2K Hold
79
– – 0.01% 236
2024
Q2 		$11.4K Hold
79
– – 0.01% 191
2024
Q1 		$13.1K Hold
79
– – 0.01% 176
2023
Q4 		$11.3K Hold
79
– – 0.01% 158
2023
Q3 		$8.53K Hold
79
– – ﹤0.01% 153
2023
Q2 		$9.52K Hold
79
– – 0.01% 133
2023
Q1 		$7.99K Hold
79
– – 0.01% 132
2022
Q4 		$7K Hold
79
– – ﹤0.01% 163
2022
Q3 		$6K Buy
+79
New +$6.14K ﹤0.01% 151

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

Kathleen S. Wright Associates's LEN Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 79 shares — an estimated $14.2K sold.

Kathleen S. Wright Associates first reported a position in LEN in Q3 2022 and held it in 9 quarters. The position peaked at $14.2K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 79 Lennar Class A shares in Q4 2024, an estimated $14.2K.
  • Kathleen S. Wright Associates first reported a position in Lennar Class A in Q3 2022 and held it in 9 quarters.
  • Kathleen S. Wright Associates's Lennar Class A position peaked at $14.2K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.