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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Aristotle Capital Management

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

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

Fidelity Investments

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

Manulife (Manufacturers Life Insurance)

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

Geode Capital Management

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return