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Schrum Private Wealth Management’s Lennar Class A LEN Stock Holding History

Schrum Private Wealth Management’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
Q4 		– Sell
-2,624
Closed -$476K – 150
2024
Q3 		$476K Buy
+2,624
New +$440K 0.25% 97
2024
Q2 		– Sell
-1,306
Closed -$217K – 131
2024
Q1 		$217K Buy
+1,306
New +$196K 0.2% 124
2022
Q1 		– Sell
-4,670
Closed -$525K – 125
2021
Q4 		$525K Buy
+4,670
New +$477K 0.48% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schrum Private Wealth Management's LEN Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 2,624 shares — an estimated $476K sold.

Schrum Private Wealth Management first reported a position in LEN in Q4 2021 and held it in 3 quarters. The position peaked at $525K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 2,624 Lennar Class A shares in Q4 2024, an estimated $476K.
  • Schrum Private Wealth Management first reported a position in Lennar Class A in Q4 2021 and held it in 3 quarters.
  • Schrum Private Wealth Management's Lennar Class A position peaked at $525K in Q4 2021.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.