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Schechter Investment Advisors’s Lennar Class A LEN Stock Holding History

Schechter Investment 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
2025
Q1 		$314K Sell
2,738
-1,702
-38% -$213K 0.03% 465
2024
Q4 		$586K Sell
4,440
-1,198
-21% -$195K 0.04% 354
2024
Q3 		$1.02M Buy
5,638
+2,066
+58% +$346K 0.08% 249
2024
Q2 		$518K Buy
3,572
+868
+32% +$132K 0.04% 365
2024
Q1 		$450K Buy
2,704
+216
+9% +$32.5K 0.03% 402
2023
Q4 		$359K Buy
2,488
+33
+1% +$3.98K 0.03% 420
2023
Q3 		$267K Buy
2,455
+21
+0.9% +$2.46K 0.03% 476
2023
Q2 		$295K Buy
2,434
+189
+8% +$20.6K 0.03% 489
2023
Q1 		$228K Buy
+2,245
New +$217K 0.02% 584
2022
Q1 		– Sell
-4,205
Closed -$473K – 950
2021
Q4 		$473K Buy
+4,205
New +$430K 0.04% 522

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schechter Investment Advisors's LEN Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Lennar Class A (LEN) stake by 38% in Q1 2025, selling an estimated $213K and leaving 2,738 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #465.

Schechter Investment Advisors first reported a position in LEN in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.02M in Q3 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Schechter Investment Advisors held 2,738 shares of Lennar Class A worth $314K as of Q1 2025.
  • Schechter Investment Advisors sold 1,702 Lennar Class A shares in Q1 2025, an estimated $213K.
  • Lennar Class A made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #465 holding.
  • Schechter Investment Advisors first reported a position in Lennar Class A in Q4 2021 and has held it in 10 quarters since.
  • Schechter Investment Advisors's Lennar Class A position peaked at $1.02M in Q3 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.