SkyOak Wealth’s Lennar Class A LEN Stock Holding History

SkyOak 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
2025 Q1	–	Sell	-1,580	Closed	-$209K	–	260
2024 Q4	$209K	Sell	1,580 -74	-4%	-$12K	0.04%	236
2024 Q3	$300K	Buy	+1,654	New	+$277K	0.07%	167
2024 Q2	–	Sell	-2,259	Closed	-$376K	–	256
2024 Q1	$376K	Buy	+2,259	New	+$340K	0.09%	153

Other funds holding LEN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SkyOak Wealth's LEN Position: Q1 2025 in Review

SkyOak Wealth sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 1,580 shares — an estimated $209K sold.

SkyOak Wealth first reported a position in LEN in Q1 2024 and held it in 3 quarters. The position peaked at $376K in Q1 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

SkyOak Wealth reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
SkyOak Wealth sold 1,580 Lennar Class A shares in Q1 2025, an estimated $209K.
SkyOak Wealth first reported a position in Lennar Class A in Q1 2024 and held it in 3 quarters.
SkyOak Wealth's Lennar Class A position peaked at $376K in Q1 2024.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on SkyOak Wealth's 13F filing for Q1 2025, filed 1 May 2025.