Petrus Trust Company’s Lennar Class A LEN Stock Holding History

Petrus Trust Company’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	–	Sell	-3,769	Closed	-$498K	–	699
2024 Q4	$498K	Buy	+3,769	New	+$612K	0.05%	216
2024 Q2	–	Sell	-1,382	Closed	-$230K	–	683
2024 Q1	$230K	Sell	1,382 -2,467	-64%	-$371K	0.02%	535
2023 Q4	$555K	Buy	3,849 +416	+12%	+$50.1K	0.05%	184
2023 Q3	$373K	Buy	3,433 +173	+5%	+$20.3K	0.04%	304
2023 Q2	$395K	Buy	3,260 +170	+6%	+$18.6K	0.04%	252
2023 Q1	$314K	Sell	3,090 -554	-15%	-$53.5K	0.04%	272
2022 Q4	$319K	Buy	+3,644	New	+$295K	0.04%	241
2020 Q4	–	Sell	-4,103	Closed	-$324K	–	160
2020 Q3	$324K	Sell	4,103 -1,200	-23%	-$85.2K	0.03%	68
2020 Q2	$316K	Buy	+5,303	New	+$271K	0.04%	62

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Petrus Trust Company's LEN Position: Q1 2025 in Review

Petrus Trust Company sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 3,769 shares — an estimated $498K sold.

Petrus Trust Company first reported a position in LEN in Q2 2020 and held it in 9 quarters. The position peaked at $555K in Q4 2023. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

Petrus Trust Company reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
Petrus Trust Company sold 3,769 Lennar Class A shares in Q1 2025, an estimated $498K.
Petrus Trust Company first reported a position in Lennar Class A in Q2 2020 and held it in 9 quarters.
Petrus Trust Company's Lennar Class A position peaked at $555K in Q4 2023.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.