U.S. Capital Wealth Advisors’s Lennar Class A LEN Stock Holding History

U.S. Capital Wealth 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
2025 Q1	–	Sell	-68,145	Closed	-$9M	–	877
2024 Q4	$9M	Buy	+68,145	New	+$11.1M	0.28%	71
2022 Q2	–	Sell	-6,656	Closed	-$523K	–	707
2022 Q1	$523K	Sell	6,656 -32,710	-83%	-$2.95M	0.02%	506
2021 Q4	$4.43M	Buy	39,366 +50	+0.1%	+$5.11K	0.18%	132
2021 Q3	$3.56M	Buy	+39,316	New	+$3.89M	0.15%	149

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

U.S. Capital Wealth Advisors's LEN Position: Q1 2025 in Review

U.S. Capital Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 68,145 shares — an estimated $9M sold.

U.S. Capital Wealth Advisors first reported a position in LEN in Q3 2021 and held it in 4 quarters. The position peaked at $9M in Q4 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

U.S. Capital Wealth Advisors reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 68,145 Lennar Class A shares in Q1 2025, an estimated $9M.
U.S. Capital Wealth Advisors first reported a position in Lennar Class A in Q3 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Lennar Class A position peaked at $9M in Q4 2024.
966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.