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Summit Securities Group’s Lennar Class A LEN Stock Holding History

Summit Securities Group’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
2026
Q1 		$3.04K Sell
35
-286
-89% -$30.9K ﹤0.01% 885
2025
Q4 		$33K Sell
321
-72
-18% -$8.7K 0.01% 700
2025
Q3 		$49.5K Sell
393
-2,029
-84% -$252K 0.02% 566
2025
Q2 		$268K Buy
+2,422
New +$262K 0.1% 199
2023
Q3 		– Sell
-342
Closed -$41K – 837
2023
Q2 		$41K Sell
342
-171
-33% -$18.7K 0.02% 455
2023
Q1 		$52K Buy
513
+246
+92% +$23.8K 0.01% 416
2022
Q4 		$23K Buy
+267
New +$21.6K ﹤0.01% 883
2022
Q3 		– Sell
-558
Closed -$38K – 1086
2022
Q2 		$38K Buy
558
+447
+403% +$32.8K 0.01% 621
2022
Q1 		$9K Sell
111
-3,949
-97% -$356K ﹤0.01% 859
2021
Q4 		$457K Sell
4,060
-1,002
-20% -$102K 0.04% 391
2021
Q3 		$459K Sell
5,062
-9,938
-66% -$983K 0.1% 416
2021
Q2 		$1.44M Buy
15,000
+12,314
+458% +$1.19M 0.31% 185
2021
Q1 		$263K Sell
2,686
-6,714
-71% -$565K 0.08% 465
2020
Q4 		$694K Buy
+9,400
New +$704K 0.17% 294
2015
Q3 		– Sell
-1,010
Closed -$49K – 446
2015
Q2 		$49K Buy
+1,010
New +$46.4K 0.02% 195

Other funds holding LEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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