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Summit Global Investments’s Lennar Class A LEN Stock Holding History

Summit Global Investments’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 		– Sell
-21,320
Closed -$3.87M – 596
2024
Q3 		$3.87M Sell
21,320
-13,388
-39% -$2.24M 0.25% 80
2024
Q2 		$5.04M Sell
34,708
-2,104
-6% -$320K 0.34% 63
2024
Q1 		$6.13M Sell
36,812
-14,031
-28% -$2.11M 0.46% 54
2023
Q4 		$7.34M Buy
50,843
+34,306
+207% +$4.13M 0.48% 45
2023
Q3 		$1.8M Buy
+16,537
New +$1.94M 0.12% 133

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Global Investments's LEN Position: Q4 2024 in Review

Summit Global Investments sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 21,320 shares — an estimated $3.87M sold.

Summit Global Investments first reported a position in LEN in Q3 2023 and held it in 5 quarters. The position peaked at $7.34M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Summit Global Investments reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 21,320 Lennar Class A shares in Q4 2024, an estimated $3.87M.
  • Summit Global Investments first reported a position in Lennar Class A in Q3 2023 and held it in 5 quarters.
  • Summit Global Investments's Lennar Class A position peaked at $7.34M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.