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SVB Wealth’s Lennar Class A LEN Stock Holding History

SVB 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
-3,237
Closed -$427K – 1658
2024
Q4 		$427K Buy
+3,237
New +$526K 0.01% 457
2024
Q3 		– Sell
-3,567
Closed -$518K – 345
2024
Q2 		$518K Sell
3,567
-478
-12% -$72.7K 0.01% 424
2024
Q1 		$674K Buy
4,045
+556
+16% +$83.6K 0.02% 415
2023
Q4 		$503K Sell
3,489
-894
-20% -$108K 0.01% 475
2023
Q3 		$476K Buy
4,383
+190
+5% +$22.3K 0.01% 473
2023
Q2 		$509K Sell
4,193
-325
-7% -$35.5K 0.01% 481
2023
Q1 		$460K Buy
4,518
+41
+0.9% +$3.96K 0.01% 556
2022
Q4 		$392K Buy
4,477
+931
+26% +$75.4K 0.01% 631
2022
Q3 		$256K Buy
+3,546
New +$275K ﹤0.01% 749
2021
Q4 		– Sell
-18,232
Closed -$1.65M – 897
2021
Q3 		$1.65M Buy
18,232
+223
+1% +$22.1K 0.02% 290
2021
Q2 		$1.73M Buy
18,009
+118
+0.7% +$11.4K 0.02% 279
2021
Q1 		$1.75M Buy
17,891
+2,355
+15% +$198K 0.02% 256
2020
Q4 		$1.15M Buy
15,536
+1,062
+7% +$79.5K 0.02% 312
2020
Q3 		$1.14M Buy
14,474
+4,076
+39% +$289K 0.02% 277
2020
Q2 		$620K Buy
+10,398
New +$531K 0.01% 333
2018
Q4 		– Sell
-60,766
Closed -$2.75M – 423
2018
Q3 		$2.75M Buy
60,766
+17
+0% +$856 0.1% 147
2018
Q2 		$3.09M Buy
+60,749
New +$3.18M 0.12% 128
2017
Q4 		– Sell
-6,513
Closed -$327K – 487
2017
Q3 		$327K Sell
6,513
-358
-5% -$17.9K 0.01% 391
2017
Q2 		$349K Buy
6,871
+270
+4% +$13.3K 0.01% 387
2017
Q1 		$322K Buy
6,601
+403
+7% +$18.3K 0.01% 397
2016
Q4 		$253K Hold
6,198
– – 0.01% 435
2016
Q3 		$250K Buy
+6,198
New +$275K 0.01% 463

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth's LEN Position: Q1 2025 in Review

SVB Wealth sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 3,237 shares — an estimated $427K sold.

SVB Wealth first reported a position in LEN in Q3 2016 and held it in 22 quarters. The position peaked at $3.09M in Q2 2018. 969 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • SVB Wealth reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • SVB Wealth sold 3,237 Lennar Class A shares in Q1 2025, an estimated $427K.
  • SVB Wealth first reported a position in Lennar Class A in Q3 2016 and held it in 22 quarters.
  • SVB Wealth's Lennar Class A position peaked at $3.09M in Q2 2018.
  • 969 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.