Sugarloaf Wealth Management’s Lennar Class A LEN Stock Holding History

Sugarloaf Wealth Management’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 Q4	$22.4K	Hold	169	–	–	﹤0.01%	387
2024 Q3	$30.7K	Hold	169	–	–	0.01%	361
2024 Q2	$24.6K	Hold	169	–	–	0.01%	371
2024 Q1	$28.2K	Hold	169	–	–	0.01%	363
2023 Q4	$24.4K	Hold	169	–	–	0.01%	369
2023 Q3	$18.4K	Hold	169	–	–	﹤0.01%	392
2023 Q2	$20.6K	Buy	169 +35	+26%	+$3.82K	﹤0.01%	383
2023 Q1	$13.7K	Buy	134 +50	+60%	+$4.83K	﹤0.01%	441
2022 Q4	$7.33K	Hold	84	–	–	﹤0.01%	521
2022 Q3	$7K	Hold	84	–	–	﹤0.01%	570
2022 Q2	$6K	Hold	84	–	–	﹤0.01%	587
2022 Q1	$7K	Hold	84	–	–	﹤0.01%	526
2021 Q4	$9K	Hold	84	–	–	﹤0.01%	521
2021 Q3	$8K	Hold	84	–	–	﹤0.01%	541
2021 Q2	$8K	Buy	84 +83	+8,300%	+$8.02K	﹤0.01%	527
2021 Q1	$8	Sell	1 -83	-99%	-$6.98K	﹤0.01%	523
2020 Q4	$6K	Hold	84	–	–	﹤0.01%	530
2020 Q3	$7K	Hold	84	–	–	﹤0.01%	485
2020 Q2	$5K	Hold	84	–	–	﹤0.01%	522
2020 Q1	$3K	Hold	84	–	–	﹤0.01%	569
2019 Q4	$5K	Buy	+84	New	+$4.79K	﹤0.01%	544

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Sugarloaf Wealth Management's LEN Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Lennar Class A (LEN) position steady in Q4 2024 at 169 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Sugarloaf Wealth Management first reported a position in LEN in Q4 2019 and has held it in 21 quarters since. The position peaked at $30.7K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

Sugarloaf Wealth Management held 169 shares of Lennar Class A worth $22.4K as of Q4 2024.
Sugarloaf Wealth Management left its Lennar Class A share count unchanged in Q4 2024.
Lennar Class A made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #387 holding.
Sugarloaf Wealth Management first reported a position in Lennar Class A in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Lennar Class A position peaked at $30.7K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.