EAGLE HARBOR ASSET MANAGEMENT INC /ADV’s Lennar Class A LEN Stock Holding History

EAGLE HARBOR ASSET MANAGEMENT INC /ADV’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 Q1	–	Sell	-2,179	Closed	-$314K	–	131
2023 Q4	$314K	Hold	2,179	–	–	0.36%	88
2023 Q3	$237K	Hold	2,179	–	–	0.31%	94
2023 Q2	$264K	Sell	2,179 -7,132	-77%	-$778K	0.35%	90
2023 Q1	$947K	Sell	9,311 -1,171	-11%	-$113K	1.28%	23
2022 Q4	$918K	Sell	10,482 -192	-2%	-$15.5K	1.35%	22
2022 Q3	$770K	Sell	10,674 -2	-0%	-$155	1.33%	24
2022 Q2	$729K	Buy	10,676 +218	+2%	+$16K	1.13%	29
2022 Q1	$822K	Hold	10,458	–	–	1.06%	28
2021 Q4	$1.18M	Buy	+10,458	New	+$1.07M	1.55%	15

Other funds holding LEN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

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

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

EAGLE HARBOR ASSET MANAGEMENT INC /ADV's LEN Position: Q1 2024 in Review

EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold out of Lennar Class A (LEN) in Q1 2024, closing a stake of 2,179 shares — an estimated $314K sold.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in LEN in Q4 2021 and held it in 9 quarters. The position peaked at $1.18M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold LEN as of Q1 2024.

EAGLE HARBOR ASSET MANAGEMENT INC /ADV reported no remaining Lennar Class A position as of Q1 2024 after selling out during the quarter.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV sold 2,179 Lennar Class A shares in Q1 2024, an estimated $314K.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV first reported a position in Lennar Class A in Q4 2021 and held it in 9 quarters.
EAGLE HARBOR ASSET MANAGEMENT INC /ADV's Lennar Class A position peaked at $1.18M in Q4 2021.
1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2024.

Based on EAGLE HARBOR ASSET MANAGEMENT INC /ADV's 13F filing for Q1 2024, filed 11 Aug 2026.