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Symphony Financial’s Lennar Class A LEN Stock Holding History

Symphony Financial’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
-4,915
Closed -$891K – 236
2024
Q3 		$891K Buy
4,915
+438
+10% +$73.4K 0.15% 105
2024
Q2 		$623K Buy
+4,477
New +$681K 0.11% 122
2024
Q1 		– Sell
-4,017
Closed -$579K – 202
2023
Q4 		$579K Buy
+4,017
New +$484K 0.12% 124

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

Symphony Financial's LEN Position: Q4 2024 in Review

Symphony Financial sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 4,915 shares — an estimated $891K sold.

Symphony Financial first reported a position in LEN in Q4 2023 and held it in 3 quarters. The position peaked at $891K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Symphony Financial reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Symphony Financial sold 4,915 Lennar Class A shares in Q4 2024, an estimated $891K.
  • Symphony Financial first reported a position in Lennar Class A in Q4 2023 and held it in 3 quarters.
  • Symphony Financial's Lennar Class A position peaked at $891K in Q3 2024.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Symphony Financial's 13F filing for Q4 2024, filed 24 Jan 2025.