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Valley Forge Investment Consultants’s Lennar Class A LEN Stock Holding History

Valley Forge Investment Consultants’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
-6
Closed -$792 – 87
2024
Q4 		$792 Hold
6
– – ﹤0.01% 86
2024
Q3 		$1.13K Buy
+6
New +$1K ﹤0.01% 87
2022
Q4 		– Sell
-4,229
Closed -$305K – 82
2022
Q3 		$305K Buy
+4,229
New +$328K 0.17% 53

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

Valley Forge Investment Consultants's LEN Position: Q1 2025 in Review

Valley Forge Investment Consultants sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 6 shares — an estimated $792 sold.

Valley Forge Investment Consultants first reported a position in LEN in Q3 2022 and held it in 3 quarters. The position peaked at $305K in Q3 2022. 967 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Valley Forge Investment Consultants reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 6 Lennar Class A shares in Q1 2025, an estimated $792.
  • Valley Forge Investment Consultants first reported a position in Lennar Class A in Q3 2022 and held it in 3 quarters.
  • Valley Forge Investment Consultants's Lennar Class A position peaked at $305K in Q3 2022.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2025, filed 8 May 2025.