Lake Street Advisors Group’s Lennar Class A LEN Stock Holding History

Lake Street Advisors Group’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	$436K	Buy	3,307 +100	+3%	+$16.3K	0.02%	353
2024 Q3	$582K	Sell	3,207 -62	-2%	-$10.4K	0.03%	300
2024 Q2	$474K	Buy	3,269 +94	+3%	+$14.3K	0.02%	330
2024 Q1	$529K	Buy	3,175 +156	+5%	+$23.4K	0.02%	330
2023 Q4	$436K	Buy	+3,019	New	+$364K	0.02%	352
2021 Q3	–	Sell	-2,410	Closed	-$251K	–	337
2021 Q2	$251K	Sell	2,410 -23	-0.9%	-$2.22K	0.02%	274
2021 Q1	$238K	Buy	+2,433	New	+$205K	0.02%	277

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Street Advisors Group's LEN Position: Q4 2024 in Review

Lake Street Advisors Group increased its Lennar Class A (LEN) stake by 3.1% in Q4 2024, buying an estimated $16.3K and bringing the position to 3,307 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #353.

Lake Street Advisors Group first reported a position in LEN in Q1 2021 and has held it in 7 quarters since. The position peaked at $582K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

Lake Street Advisors Group held 3,307 shares of Lennar Class A worth $436K as of Q4 2024.
Lake Street Advisors Group bought 100 Lennar Class A shares in Q4 2024, an estimated $16.3K.
Lennar Class A made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #353 holding.
Lake Street Advisors Group first reported a position in Lennar Class A in Q1 2021 and has held it in 7 quarters since.
Lake Street Advisors Group's Lennar Class A position peaked at $582K in Q3 2024.
1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.