Mount Yale Investment Advisors’s Lennar Class A LEN Stock Holding History

Mount Yale Investment 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 Q3	–	Sell	-477	Closed	-$52.8K	–	1190
2025 Q2	$52.8K	Buy	+477	New	+$51.7K	﹤0.01%	805
2025 Q1	–	Sell	-2,862	Closed	-$378K	–	566
2024 Q4	$378K	Sell	2,862 -206	-7%	-$33.5K	0.03%	391
2024 Q3	$557K	Buy	3,068 +20	+0.7%	+$3.35K	0.05%	324
2024 Q2	$442K	Buy	+3,048	New	+$464K	0.04%	365
2021 Q2	–	Sell	-2,713	Closed	-$266K	–	437
2021 Q1	$266K	Sell	2,713 -81	-3%	-$6.81K	0.03%	341
2020 Q4	$206K	Buy	2,794 +1	+0%	+$75	0.03%	375
2020 Q3	$221K	Buy	+2,793	New	+$198K	0.03%	314

Other funds holding LEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Mount Yale Investment Advisors's LEN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Lennar Class A (LEN) in Q3 2025, closing a stake of 477 shares — an estimated $52.8K sold.

Mount Yale Investment Advisors first reported a position in LEN in Q3 2020 and held it in 7 quarters. The position peaked at $557K in Q3 2024. 981 funds tracked by Wall St. Rank hold LEN as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Lennar Class A position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 477 Lennar Class A shares in Q3 2025, an estimated $52.8K.
Mount Yale Investment Advisors first reported a position in Lennar Class A in Q3 2020 and held it in 7 quarters.
Mount Yale Investment Advisors's Lennar Class A position peaked at $557K in Q3 2024.
981 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.