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Advus Financial Partners, LLC’s Lennar Class A LEN Stock Holding History

Advus Financial Partners, LLC’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
-1,556
Closed -$205K – 245
2024
Q4 		$205K Sell
1,556
-1
-0.1% -$163 0.06% 219
2024
Q3 		$283K Hold
1,557
– – 0.08% 171
2024
Q2 		$226K Buy
1,557
+16
+1% +$2.44K 0.07% 191
2024
Q1 		$257K Buy
1,541
+45
+3% +$6.76K 0.08% 165
2023
Q4 		$216K Buy
+1,496
New +$180K 0.07% 169

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $128B AUM 35.83% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Advus Financial Partners, LLC's LEN Position: Q1 2025 in Review

Advus Financial Partners, LLC sold out of Lennar Class A (LEN) in Q1 2025, closing a stake of 1,556 shares — an estimated $205K sold.

Advus Financial Partners, LLC first reported a position in LEN in Q4 2023 and held it in 5 quarters. The position peaked at $283K in Q3 2024. 967 funds tracked by Wall St. Rank hold LEN as of Q1 2025.

  • Advus Financial Partners, LLC reported no remaining Lennar Class A position as of Q1 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,556 Lennar Class A shares in Q1 2025, an estimated $205K.
  • Advus Financial Partners, LLC first reported a position in Lennar Class A in Q4 2023 and held it in 5 quarters.
  • Advus Financial Partners, LLC's Lennar Class A position peaked at $283K in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2025, filed 25 Aug 2026.