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Shelton Capital Management’s Lennar Class A LEN Stock Holding History

Shelton Capital 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
2025
Q1 		– Sell
-1,540
Closed -$203K – 733
2024
Q4 		$203K Sell
1,540
-9,297
-86% -$1.51M 0.01% 697
2024
Q3 		$1.97M Sell
10,837
-6,393
-37% -$1.07M 0.05% 240
2024
Q2 		$2.5M Sell
17,230
-25,825
-60% -$3.93M 0.07% 221
2024
Q1 		$7.17M Sell
43,055
-50,204
-54% -$7.55M 0.2% 115
2023
Q4 		$13.5M Buy
93,259
+54,695
+142% +$6.59M 0.43% 53
2023
Q3 		$4.19M Buy
38,564
+25,205
+189% +$2.96M 0.15% 161
2023
Q2 		$1.62M Buy
+13,359
New +$1.46M 0.06% 243
2022
Q1 		– Sell
-1,856
Closed -$209K – 847
2021
Q4 		$209K Sell
1,856
-1,137
-38% -$116K 0.01% 777
2021
Q3 		$271K Hold
2,993
– – 0.01% 606
2021
Q2 		$288K Sell
2,993
-3,403
-53% -$329K 0.01% 595
2021
Q1 		$626K Sell
6,396
-1,791
-22% -$151K 0.02% 336
2020
Q4 		$604K Sell
8,187
-1,239
-13% -$92.8K 0.03% 319
2020
Q3 		$745K Sell
9,426
-79,438
-89% -$5.64M 0.03% 379
2020
Q2 		$5.3M Sell
88,864
-1,730
-2% -$88.4K 0.29% 66
2020
Q1 		$3.35M Sell
90,594
-6,405
-7% -$363K 0.24% 87
2019
Q4 		$5.24M Sell
96,999
-27,168
-22% -$1.55M 0.29% 70
2019
Q3 		$6.71M Buy
124,167
+59,914
+93% +$2.92M 0.4% 57
2019
Q2 		$3.01M Buy
64,253
+61,099
+1,937% +$3.05M 0.17% 115
2019
Q1 		$62.2K Sell
3,154
-61,099
-95% -$2.76M 0.25% 89
2018
Q4 		$2.44M Buy
64,253
+30,990
+93% +$1.26M 0.17% 128
2018
Q3 		$1.5M Hold
33,263
– – 0.09% 194
2018
Q2 		$1.69M Buy
+33,263
New +$1.74M 0.11% 175

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 $8.66B AUM 17.37% 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

Shelton Capital Management's LEN Position: Q1 2025 in Review

Shelton Capital Management sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 1,540 shares — an estimated $203K sold.

Shelton Capital Management first reported a position in LEN in Q2 2018 and held it in 22 quarters. The position peaked at $13.5M in Q4 2023. 967 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Shelton Capital Management reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,540 Lennar Class A shares in Q1 2025, an estimated $203K.
  • Shelton Capital Management first reported a position in Lennar Class A in Q2 2018 and held it in 22 quarters.
  • Shelton Capital Management's Lennar Class A position peaked at $13.5M in Q4 2023.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Shelton Capital Management's 13F filing for Q1 2025, filed 15 May 2025.