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Sheaff Brock Investment Advisors’s Lennar Class A LEN Stock Holding History

Sheaff Brock 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 		$741K Sell
6,455
-2,269
-26% -$283K 0.07% 207
2024
Q4 		$1.15M Buy
8,724
+4
+0% +$650 0.1% 154
2024
Q3 		$1.58M Sell
8,720
-301
-3% -$50.4K 0.14% 128
2024
Q2 		$1.31M Sell
9,021
-1,816
-17% -$276K 0.12% 138
2024
Q1 		$1.8M Buy
10,837
+7,731
+249% +$1.16M 0.11% 125
2023
Q4 		$448K Buy
3,106
+16
+0.5% +$1.93K 0.03% 285
2023
Q3 		$336K Buy
3,090
+124
+4% +$14.5K 0.03% 305
2023
Q2 		$360K Sell
2,966
-6,865
-70% -$749K 0.03% 311
2023
Q1 		$1M Buy
9,831
+6,790
+223% +$656K 0.09% 173
2022
Q4 		$266K Buy
3,041
+55
+2% +$4.45K 0.03% 362
2022
Q3 		$216K Sell
2,986
-6,961
-70% -$541K 0.02% 400
2022
Q2 		$680K Buy
9,947
+147
+2% +$10.8K 0.06% 207
2022
Q1 		$771K Buy
9,800
+275
+3% +$24.8K 0.05% 216
2021
Q4 		$1.07M Buy
9,525
+498
+6% +$50.9K 0.07% 180
2021
Q3 		$818K Sell
9,027
-62
-0.7% -$6.14K 0.06% 197
2021
Q2 		$874K Buy
+9,089
New +$878K 0.06% 191
2020
Q3 		– Sell
-11,776
Closed -$702K – 483
2020
Q2 		$702K Sell
11,776
-207
-2% -$10.6K 0.07% 181
2020
Q1 		$443K Buy
+11,983
New +$678K 0.06% 201
2019
Q4 		– Sell
-10,640
Closed -$575K – 492
2019
Q3 		$575K Buy
+10,640
New +$518K 0.06% 219
2017
Q2 		– Sell
-13,657
Closed -$665K – 632
2017
Q1 		$665K Buy
13,657
+683
+5% +$31K 0.09% 233
2016
Q4 		$530K Buy
12,974
+1,786
+16% +$72.2K 0.07% 277
2016
Q3 		$451K Buy
11,188
+630
+6% +$27.9K 0.06% 282
2016
Q2 		$463K Sell
10,558
-1,366
-11% -$59.8K 0.06% 292
2016
Q1 		$549K Sell
11,924
-6,041
-34% -$248K 0.07% 270
2015
Q4 		$836K Buy
+17,965
New +$856K 0.09% 213

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

Sheaff Brock Investment Advisors's LEN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Lennar Class A (LEN) stake by 26% in Q1 2025, selling an estimated $283K and leaving 6,455 shares worth $741K. The position accounts for 0.07% of the portfolio, ranked #207.

Sheaff Brock Investment Advisors first reported a position in LEN in Q4 2015 and has held it in 25 quarters since. The position peaked at $1.8M in Q1 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Sheaff Brock Investment Advisors held 6,455 shares of Lennar Class A worth $741K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 2,269 Lennar Class A shares in Q1 2025, an estimated $283K.
  • Lennar Class A made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #207 holding.
  • Sheaff Brock Investment Advisors first reported a position in Lennar Class A in Q4 2015 and has held it in 25 quarters since.
  • Sheaff Brock Investment Advisors's Lennar Class A position peaked at $1.8M in Q1 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.