OWA
LEN icon

One Wealth Advisors’s Lennar Class A LEN Stock Holding History

One Wealth 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
2024
Q4 		– Sell
-1,334
Closed -$242K – 271
2024
Q3 		$242K Sell
1,334
-13
-1% -$2.18K 0.04% 232
2024
Q2 		$221K Buy
+1,347
New +$205K 0.05% 211
2024
Q1 		– Sell
-1,667
Closed -$241K – 256
2023
Q4 		$241K Sell
1,667
-366
-18% -$44.1K 0.05% 188
2023
Q3 		$221K Sell
2,033
-86
-4% -$10.1K 0.05% 171
2023
Q2 		$257K Buy
2,119
+36
+2% +$3.93K 0.05% 163
2023
Q1 		$212K Buy
2,083
+1,493
+253% +$144K 0.05% 188
2022
Q4 		$51.7K Buy
+590
New +$47.8K 0.01% 408
2022
Q1 		– Sell
-2,167
Closed -$244K – 220
2021
Q4 		$244K Sell
2,167
-1,260
-37% -$129K 0.06% 165
2021
Q3 		$311K Sell
3,427
-859
-20% -$85K 0.09% 142
2021
Q2 		$412K Buy
4,286
+191
+5% +$18.5K 0.13% 88
2021
Q1 		$401K Buy
4,095
+771
+23% +$64.8K 0.15% 80
2020
Q4 		$245K Buy
3,324
+654
+24% +$49K 0.13% 99
2020
Q3 		$211K Buy
+2,670
New +$190K 0.15% 78

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

One Wealth Advisors's LEN Position: Q4 2024 in Review

One Wealth Advisors sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,334 shares — an estimated $242K sold.

One Wealth Advisors first reported a position in LEN in Q3 2020 and held it in 13 quarters. The position peaked at $412K in Q2 2021. 1,022 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • One Wealth Advisors reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • One Wealth Advisors sold 1,334 Lennar Class A shares in Q4 2024, an estimated $242K.
  • One Wealth Advisors first reported a position in Lennar Class A in Q3 2020 and held it in 13 quarters.
  • One Wealth Advisors's Lennar Class A position peaked at $412K in Q2 2021.
  • 1,022 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on One Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.