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Transform Wealth’s Lennar Class A LEN Stock Holding History

Transform 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
-34,560
Closed -$4.56M – 260
2024
Q4 		$4.56M Buy
34,560
+1,285
+4% +$209K 0.25% 82
2024
Q3 		$6.04M Buy
+33,275
New +$5.57M 0.4% 63

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 $8.66B AUM 17.37% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Transform Wealth's LEN Position: Q1 2025 in Review

Transform Wealth sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 34,560 shares — an estimated $4.56M sold.

Transform Wealth first reported a position in LEN in Q3 2024 and held it in 2 quarters. The position peaked at $6.04M in Q3 2024. 967 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Transform Wealth reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 34,560 Lennar Class A shares in Q1 2025, an estimated $4.56M.
  • Transform Wealth first reported a position in Lennar Class A in Q3 2024 and held it in 2 quarters.
  • Transform Wealth's Lennar Class A position peaked at $6.04M in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.