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Simplicity Wealth’s Lennar Class A LEN Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-5,230
Closed -$759K – 891
2024
Q2 		$759K Sell
5,230
-59
-1% -$8.98K 0.02% 613
2024
Q1 		$881K Buy
+5,289
New +$795K 0.02% 557

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplicity Wealth's LEN Position: Q3 2024 in Review

Simplicity Wealth sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 5,230 shares — an estimated $759K sold.

Simplicity Wealth first reported a position in LEN in Q1 2024 and held it in 2 quarters. The position peaked at $881K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Simplicity Wealth reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 5,230 Lennar Class A shares in Q3 2024, an estimated $759K.
  • Simplicity Wealth first reported a position in Lennar Class A in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Lennar Class A position peaked at $881K in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.