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Wealth Alliance’s Lennar Class A LEN Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-1,134
Closed -$206K – 523
2024
Q3 		$206K Buy
+1,134
New +$190K 0.02% 496
2024
Q2 		– Sell
-1,218
Closed -$203K – 535
2024
Q1 		$203K Sell
1,218
-196
-14% -$29.5K 0.03% 491
2023
Q4 		$204K Buy
+1,414
New +$170K 0.03% 484
2023
Q3 		– Sell
-1,767
Closed -$214K – 518
2023
Q2 		$214K Sell
1,767
-239
-12% -$26.1K 0.03% 463
2023
Q1 		$204K Buy
+2,006
New +$194K 0.03% 477
2022
Q1 		– Sell
-1,945
Closed -$219K – 467
2021
Q4 		$219K Sell
1,945
-307
-14% -$31.4K 0.04% 406
2021
Q3 		$204K Sell
2,252
-261
-10% -$25.8K 0.05% 403
2021
Q2 		$242K Sell
2,513
-130
-5% -$12.6K 0.06% 370
2021
Q1 		$259K Sell
2,643
-268
-9% -$22.5K 0.07% 329
2020
Q4 		$215K Buy
2,911
+102
+4% +$7.64K 0.06% 352
2020
Q3 		$222K Buy
+2,809
New +$199K 0.08% 293

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 $6.07B AUM 11.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Alliance's LEN Position: Q4 2024 in Review

Wealth Alliance sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,134 shares — an estimated $206K sold.

Wealth Alliance first reported a position in LEN in Q3 2020 and held it in 11 quarters. The position peaked at $259K in Q1 2021. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • Wealth Alliance reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 1,134 Lennar Class A shares in Q4 2024, an estimated $206K.
  • Wealth Alliance first reported a position in Lennar Class A in Q3 2020 and held it in 11 quarters.
  • Wealth Alliance's Lennar Class A position peaked at $259K in Q1 2021.
  • 1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.