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Simon Quick Advisors’s Lennar Class A LEN Stock Holding History

Simon Quick 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
Q2 		– Sell
-3,690
Closed -$424K – 503
2025
Q1 		$424K Buy
+3,690
New +$461K 0.02% 336
2020
Q4 		– Sell
-775
Closed -$61K – 500
2020
Q3 		$61K Hold
775
– – 0.02% 172
2020
Q2 		$46K Hold
775
– – 0.02% 197
2020
Q1 		$29K Sell
775
-158
-17% -$8.94K 0.01% 249
2019
Q4 		$50K Buy
933
+158
+20% +$9.01K 0.02% 222
2019
Q3 		$42K Buy
+775
New +$37.8K 0.02% 193
2019
Q2 		– Sell
-981
Closed -$47K – 550
2019
Q1 		$47K Hold
981
– – 0.02% 207
2018
Q4 		$37K Sell
981
-129
-12% -$5.26K 0.01% 211
2018
Q3 		$50K Sell
1,110
-388
-26% -$19.5K 0.02% 174
2018
Q2 		$76K Sell
1,498
-1,498
-50% -$78.4K 0.03% 144
2018
Q1 		$171K Buy
2,996
+1,550
+107% +$93.5K 0.07% 96
2017
Q4 		$88K Sell
1,446
-25
-2% -$1.42K 0.04% 166
2017
Q3 		$74K Buy
+1,471
New +$73.4K 0.03% 223

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return