Wealthcare Advisory Partners’s Lennar Class A LEN Stock Holding History

Wealthcare Advisory Partners’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	-1,176	Closed	-$213K	–	915
2024 Q3	$213K	Buy	+1,176	New	+$197K	0.01%	812
2021 Q2	–	Sell	-140	Closed	-$14K	–	1270
2021 Q1	$14K	Buy	+140	New	+$11.8K	﹤0.01%	1342
2020 Q2	–	Sell	-38	Closed	-$1K	–	907
2020 Q1	$1K	Sell	38 -127	-77%	-$7.19K	﹤0.01%	1409
2019 Q4	$9K	Sell	165 -67	-29%	-$3.82K	﹤0.01%	974
2019 Q3	$13K	Hold	232	–	–	﹤0.01%	867
2019 Q2	$11K	Hold	232	–	–	﹤0.01%	881
2019 Q1	$11K	Sell	232 -321	-58%	-$14.5K	﹤0.01%	792
2018 Q4	$21K	Hold	553	–	–	﹤0.01%	616
2018 Q3	$25K	Hold	553	–	–	﹤0.01%	617
2018 Q2	$28K	Sell	553 -800	-59%	-$41.9K	0.01%	587
2018 Q1	$77K	Sell	1,353 -52	-4%	-$3.14K	0.02%	321
2017 Q4	$86K	Buy	1,405 +50	+4%	+$2.84K	0.02%	285
2017 Q3	$68K	Buy	+1,355	New	+$67.6K	0.02%	270

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

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

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