South Street Advisors’s Lennar Class A LEN Stock Holding History

South Street 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
2024 Q3	–	Sell	-3,099	Closed	-$450K	–	75
2024 Q2	$450K	Hold	3,099	–	–	0.07%	59
2024 Q1	$516K	Hold	3,099	–	–	0.08%	58
2023 Q4	$447K	Hold	3,099	–	–	0.08%	59
2023 Q3	$337K	Hold	3,099	–	–	0.07%	67
2023 Q2	$376K	Hold	3,099	–	–	0.07%	63
2023 Q1	$315K	Hold	3,099	–	–	0.06%	66
2022 Q4	$272K	Hold	3,099	–	–	0.06%	67
2022 Q3	$224K	Hold	3,099	–	–	0.06%	65
2022 Q2	$212K	Hold	3,099	–	–	0.05%	70
2022 Q1	$244K	Hold	3,099	–	–	0.05%	67
2021 Q4	$348K	Hold	3,099	–	–	0.06%	60
2021 Q3	$281K	Hold	3,099	–	–	0.05%	62
2021 Q2	$298K	Buy	+3,099	New	+$299K	0.06%	57
2021 Q1	–	Sell	-3,099	Closed	-$229K	–	47
2020 Q4	$229K	Buy	+3,099	New	+$232K	0.05%	59

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

South Street Advisors's LEN Position: Q3 2024 in Review

South Street Advisors sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 3,099 shares — an estimated $450K sold.

South Street Advisors first reported a position in LEN in Q4 2020 and held it in 14 quarters. The position peaked at $516K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

South Street Advisors reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
South Street Advisors sold 3,099 Lennar Class A shares in Q3 2024, an estimated $450K.
South Street Advisors first reported a position in Lennar Class A in Q4 2020 and held it in 14 quarters.
South Street Advisors's Lennar Class A position peaked at $516K in Q1 2024.
1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on South Street Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.