RJT
LEN icon

Raymond James Trust’s Lennar Class A LEN Stock Holding History

Raymond James Trust’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 		$676K Sell
3,727
-495
-12% -$82.9K 0.01% 646
2024
Q2 		$613K Buy
4,222
+22
+0.5% +$3.35K 0.01% 637
2024
Q1 		$699K Sell
4,200
-61
-1% -$9.17K 0.02% 579
2023
Q4 		$615K Buy
4,261
+217
+5% +$26.1K 0.02% 598
2023
Q3 		$439K Sell
4,044
-237
-6% -$27.8K 0.01% 701
2023
Q2 		$520K Buy
4,281
+96
+2% +$10.5K 0.02% 652
2023
Q1 		$426K Sell
4,185
-14
-0.3% -$1.35K 0.01% 702
2022
Q4 		$368K Sell
4,199
-275
-6% -$22.3K 0.01% 740
2022
Q3 		$323K Sell
4,474
-422
-9% -$32.8K 0.01% 756
2022
Q2 		$334K Sell
4,896
-520
-10% -$38.1K 0.01% 750
2022
Q1 		$426K Sell
5,416
-417
-7% -$37.6K 0.01% 706
2021
Q4 		$656K Buy
5,833
+853
+17% +$87.2K 0.02% 552
2021
Q3 		$452K Buy
4,980
+155
+3% +$15.3K 0.02% 655
2021
Q2 		$465K Sell
4,825
-1,848
-28% -$179K 0.02% 633
2021
Q1 		$654K Sell
6,673
-2,563
-28% -$216K 0.02% 487
2020
Q4 		$682K Buy
9,236
+2,089
+29% +$156K 0.03% 443
2020
Q3 		$566K Sell
7,147
-272
-4% -$19.3K 0.02% 456
2020
Q2 		$443K Buy
7,419
+1,177
+19% +$60.1K 0.02% 502
2020
Q1 		$231K Sell
6,242
-2,259
-27% -$128K 0.01% 660
2019
Q4 		$459K Buy
8,501
+3,980
+88% +$227K 0.02% 494
2019
Q3 		$244K Buy
+4,521
New +$220K 0.01% 761

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

Raymond James Trust's LEN Position: Q3 2024 in Review

Raymond James Trust reduced its Lennar Class A (LEN) stake by 12% in Q3 2024, selling an estimated $82.9K and leaving 3,727 shares worth $676K. The position accounts for 0.01% of the portfolio, ranked #646.

Raymond James Trust first reported a position in LEN in Q3 2019 and has held it in 21 quarters since. The position peaked at $699K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Raymond James Trust held 3,727 shares of Lennar Class A worth $676K as of Q3 2024.
  • Raymond James Trust sold 495 Lennar Class A shares in Q3 2024, an estimated $82.9K.
  • Lennar Class A made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #646 holding.
  • Raymond James Trust first reported a position in Lennar Class A in Q3 2019 and has held it in 21 quarters since.
  • Raymond James Trust's Lennar Class A position peaked at $699K in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.