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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simon Quick Advisors's LEN Position: Q2 2025 in Review

Simon Quick Advisors sold out of Lennar Class A (LEN) in Q2 2025, closing a stake of 3,690 shares — an estimated $424K sold.

Simon Quick Advisors first reported a position in LEN in Q3 2017 and held it in 13 quarters. The position peaked at $424K in Q1 2025. 940 funds tracked by Wall St. Rank hold LEN as of Q2 2025.

Simon Quick Advisors reported no remaining Lennar Class A position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 3,690 Lennar Class A shares in Q2 2025, an estimated $424K.
Simon Quick Advisors first reported a position in Lennar Class A in Q3 2017 and held it in 13 quarters.
Simon Quick Advisors's Lennar Class A position peaked at $424K in Q1 2025.
940 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.