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Lee Financial’s Lennar Class A LEN Stock Holding History

Lee Financial’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
Q4 		– Sell
-3,482
Closed -$439K – 165
2025
Q3 		$439K Buy
+3,482
New +$432K 0.06% 122
2025
Q1 		– Sell
-3,563
Closed -$470K – 164
2024
Q4 		$470K Sell
3,563
-43
-1% -$6.99K 0.07% 117
2024
Q3 		$654K Buy
+3,606
New +$604K 0.09% 103
2024
Q1 		– Sell
-60
Closed -$8.64K – 534
2023
Q4 		$8.64K Buy
60
+16
+36% +$1.93K ﹤0.01% 459
2023
Q3 		$4.83K Hold
44
– – ﹤0.01% 526
2023
Q2 		$5.39K Hold
44
– – ﹤0.01% 494
2023
Q1 		$4.52K Sell
44
-5,744
-99% -$555K ﹤0.01% 543
2022
Q4 		$507K Buy
5,788
+45
+0.8% +$3.64K 0.09% 95
2022
Q3 		$414K Buy
5,743
+3
+0.1% +$233 0.08% 97
2022
Q2 		$392K Sell
5,740
-16
-0.3% -$1.17K 0.07% 101
2022
Q1 		$452K Sell
5,756
-41
-0.7% -$3.69K 0.08% 97
2021
Q4 		$652K Sell
5,797
-26
-0.4% -$2.66K 0.12% 86
2021
Q3 		$528K Sell
5,823
-13
-0.2% -$1.29K 0.11% 91
2021
Q2 		$561K Buy
5,836
+96
+2% +$9.27K 0.12% 87
2021
Q1 		$563K Hold
5,740
– – 0.13% 83
2020
Q4 		$424K Hold
5,740
– – 0.11% 89
2020
Q3 		$454K Hold
5,740
– – 0.13% 85
2020
Q2 		$342K Hold
5,740
– – 0.09% 92
2020
Q1 		$212K Hold
5,740
– – 0.07% 102
2019
Q4 		$310K Hold
5,740
– – 0.07% 105
2019
Q3 		$310K Hold
5,740
– – 0.07% 106
2019
Q2 		$269K Hold
5,740
– – 0.06% 114
2019
Q1 		$273K Hold
5,740
– – 0.06% 109
2018
Q4 		$218K Hold
5,740
– – 0.06% 110
2018
Q3 		$259K Sell
5,740
-260
-4% -$13.1K 0.06% 109
2018
Q2 		$305K Hold
6,000
– – 0.07% 117
2018
Q1 		$343K Buy
+6,000
New +$362K 0.09% 114

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's LEN Position: Q4 2025 in Review

Lee Financial sold out of Lennar Class A (LEN) in Q4 2025, closing a stake of 3,482 shares — an estimated $439K sold.

Lee Financial first reported a position in LEN in Q1 2018 and held it in 27 quarters. The position peaked at $654K in Q3 2024. 968 funds tracked by Wall St. Rank hold LEN as of Q4 2025.

  • Lee Financial reported no remaining Lennar Class A position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 3,482 Lennar Class A shares in Q4 2025, an estimated $439K.
  • Lee Financial first reported a position in Lennar Class A in Q1 2018 and held it in 27 quarters.
  • Lee Financial's Lennar Class A position peaked at $654K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.