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Wingate Wealth Advisors’s Lennar Class A LEN Stock Holding History

Wingate 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
-124
Closed -$16.4K – 273
2024
Q4 		$16.4K Buy
+124
New +$20.1K 0.02% 306

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
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

Wingate Wealth Advisors's LEN Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 124 shares — an estimated $16.4K sold.

Wingate Wealth Advisors first reported a position in LEN in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 966 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 124 Lennar Class A shares in Q1 2025, an estimated $16.4K.
  • Wingate Wealth Advisors first reported a position in Lennar Class A in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Lennar Class A position peaked at $16.4K in Q4 2024.
  • 966 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.