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Legacy Advisors’s Lennar Class A LEN Stock Holding History

Legacy Advisors’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 		$302K Buy
2,628
+37
+1% +$4.62K 0.03% 324
2024
Q4 		$342K Buy
2,591
+593
+30% +$96.4K 0.03% 296
2024
Q3 		$363K Buy
1,998
+59
+3% +$9.88K 0.04% 275
2024
Q2 		$281K Buy
+1,939
New +$295K 0.03% 265
2018
Q4 		– Sell
-158
Closed -$7K – 263
2018
Q3 		$7K Hold
158
– – ﹤0.01% 388
2018
Q2 		$8K Buy
+158
New +$8.27K 0.01% 325

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Advisors's LEN Position: Q1 2025 in Review

Legacy Advisors increased its Lennar Class A (LEN) stake by 1.4% in Q1 2025, buying an estimated $4.62K and bringing the position to 2,628 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #324.

Legacy Advisors first reported a position in LEN in Q2 2018 and has held it in 6 quarters since. The position peaked at $363K in Q3 2024. 968 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Legacy Advisors held 2,628 shares of Lennar Class A worth $302K as of Q1 2025.
  • Legacy Advisors bought 37 Lennar Class A shares in Q1 2025, an estimated $4.62K.
  • Lennar Class A made up 0.03% of Legacy Advisors's portfolio in Q1 2025, its #324 holding.
  • Legacy Advisors first reported a position in Lennar Class A in Q2 2018 and has held it in 6 quarters since.
  • Legacy Advisors's Lennar Class A position peaked at $363K in Q3 2024.
  • 968 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.