TKG Advisors’s Lennar Class A LEN Stock Holding History

TKG Advisors’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	-2,838	Closed	-$515K	–	102
2024 Q3	$515K	Buy	2,838 +1,169	+70%	+$196K	0.25%	61
2024 Q2	$242K	Buy	+1,669	New	+$254K	0.13%	88

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

TKG Advisors's LEN Position: Q4 2024 in Review

TKG Advisors sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 2,838 shares — an estimated $515K sold.

TKG Advisors first reported a position in LEN in Q2 2024 and held it in 2 quarters. The position peaked at $515K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

TKG Advisors reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
TKG Advisors sold 2,838 Lennar Class A shares in Q4 2024, an estimated $515K.
TKG Advisors first reported a position in Lennar Class A in Q2 2024 and held it in 2 quarters.
TKG Advisors's Lennar Class A position peaked at $515K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on TKG Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.