WWP
LEN icon

WR Wealth Planners’s Lennar Class A LEN Stock Holding History

WR Wealth Planners’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 		$137K Sell
1,039
-13
-1% -$2.11K 0.04% 194
2024
Q3 		$191K Buy
1,052
+2
+0.2% +$335 0.05% 192
2024
Q2 		$152K Buy
1,050
+51
+5% +$7.76K 0.05% 204
2024
Q1 		$166K Buy
+999
New +$150K 0.05% 199
2023
Q4 		– Sell
-953
Closed -$104K – 560
2023
Q3 		$104K Hold
953
– – 0.04% 227
2023
Q2 		$116K Hold
953
– – 0.04% 227
2023
Q1 		$97K Buy
+953
New +$92K 0.04% 237

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
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

WR Wealth Planners's LEN Position: Q4 2024 in Review

WR Wealth Planners reduced its Lennar Class A (LEN) stake by 1.2% in Q4 2024, selling an estimated $2.11K and leaving 1,039 shares worth $137K. The position accounts for 0.04% of the portfolio, ranked #194.

WR Wealth Planners first reported a position in LEN in Q1 2023 and has held it in 7 quarters since. The position peaked at $191K in Q3 2024. 1,020 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

  • WR Wealth Planners held 1,039 shares of Lennar Class A worth $137K as of Q4 2024.
  • WR Wealth Planners sold 13 Lennar Class A shares in Q4 2024, an estimated $2.11K.
  • Lennar Class A made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #194 holding.
  • WR Wealth Planners first reported a position in Lennar Class A in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Lennar Class A position peaked at $191K in Q3 2024.
  • 1,020 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.