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Trek Financial’s Lennar Class A LEN Stock Holding History

Trek 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
Q3 		– Sell
-2,376
Closed -$345K – 425
2024
Q2 		$345K Buy
2,376
+499
+27% +$75.9K 0.03% 285
2024
Q1 		$312K Sell
1,877
-2,153
-53% -$324K 0.02% 296
2023
Q4 		$581K Sell
4,030
-1,967
-33% -$237K 0.05% 169
2023
Q3 		$651K Buy
+5,997
New +$703K 0.06% 153
2021
Q3 		– Sell
-2,502
Closed -$241K – 237
2021
Q2 		$241K Buy
+2,502
New +$242K 0.03% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trek Financial's LEN Position: Q3 2024 in Review

Trek Financial sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 2,376 shares — an estimated $345K sold.

Trek Financial first reported a position in LEN in Q2 2021 and held it in 5 quarters. The position peaked at $651K in Q3 2023. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Trek Financial reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • Trek Financial sold 2,376 Lennar Class A shares in Q3 2024, an estimated $345K.
  • Trek Financial first reported a position in Lennar Class A in Q2 2021 and held it in 5 quarters.
  • Trek Financial's Lennar Class A position peaked at $651K in Q3 2023.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Trek Financial's 13F filing for Q3 2024, filed 14 Nov 2024.