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Tyler-Stone Wealth Management’s Lennar Class A LEN Stock Holding History

Tyler-Stone Wealth Management’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
-310
Closed -$45K – 665
2024
Q2 		$45K Hold
310
– – 0.02% 389
2024
Q1 		$51.6K Hold
310
– – 0.02% 361
2023
Q4 		$44.7K Hold
310
– – 0.02% 368
2023
Q3 		$34K Sell
310
-110
-26% -$12.9K 0.02% 397
2023
Q2 		$51K Buy
+420
New +$45.8K 0.03% 338
2022
Q4 		$37K Hold
420
– – 0.03% 357
2022
Q3 		$30K Hold
420
– – 0.02% 371
2022
Q2 		$29K Buy
420
+206
+96% +$15.1K 0.02% 395
2022
Q1 		$17K Buy
+214
New +$19.3K 0.01% 488

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

Tyler-Stone Wealth Management's LEN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Lennar Class A (LEN) in Q3 2024, closing a stake of 310 shares — an estimated $45K sold.

Tyler-Stone Wealth Management first reported a position in LEN in Q1 2022 and held it in 9 quarters. The position peaked at $51.6K in Q1 2024. 1,050 funds tracked by Wall St. Rank hold LEN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Lennar Class A position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 310 Lennar Class A shares in Q3 2024, an estimated $45K.
  • Tyler-Stone Wealth Management first reported a position in Lennar Class A in Q1 2022 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's Lennar Class A position peaked at $51.6K in Q1 2024.
  • 1,050 funds tracked by Wall St. Rank held Lennar Class A as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.