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One Wealth Management Investment & Advisory Services’s Lennar Class A LEN Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,883
Closed -$273K – 95
2024
Q2 		$273K Sell
1,883
-177
-9% -$26.9K 0.11% 92
2024
Q1 		$343K Buy
2,060
+171
+9% +$25.7K 0.14% 85
2023
Q4 		$273K Buy
+1,889
New +$228K 0.12% 96

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's LEN Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 1,883 shares — an estimated $273K sold.

One Wealth Management Investment & Advisory Services first reported a position in LEN in Q4 2023 and held it in 3 quarters. The position peaked at $343K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,883 Lennar Class A shares in Q3 2024, an estimated $273K.
  • One Wealth Management Investment & Advisory Services first reported a position in Lennar Class A in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Lennar Class A position peaked at $343K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.