Bourgeon Capital Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 295 |
|
|
2020
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 296 |
|
|
2020
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 307 |
|
|
2020
Q2 | $0 | Sell |
1
-6,715
| -100% | -$343K | ﹤0.01% | 265 |
|
|
2020
Q1 | $248K | Buy |
6,716
+6,715
| +671,500% | +$380K | 0.13% | 64 |
|
|
2019
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 237 |
|
|
2019
Q3 | $0 | Buy |
+1
| New | +$49 | ﹤0.01% | 236 |
|
|
2017
Q2 | – | Sell |
-40,812
| Closed | -$1.99M | – | 87 |
|
|
2017
Q1 | $1.99M | Sell |
40,812
-2,415
| -6% | -$109K | 1.24% | 33 |
|
|
2016
Q4 | $1.77M | Sell |
43,227
-4,623
| -10% | -$187K | 1.11% | 35 |
|
|
2016
Q3 | $1.93M | Buy |
47,850
+571
| +1% | +$25.3K | 1.24% | 30 |
|
|
2016
Q2 | $2.08M | Buy |
47,279
+3,729
| +9% | +$163K | 1.35% | 30 |
|
|
2016
Q1 | $2M | Sell |
43,550
-210
| -0.5% | -$8.62K | 1.34% | 31 |
|
|
2015
Q4 | $2.04M | Buy |
43,760
+7,879
| +22% | +$376K | 1.31% | 30 |
|
|
2015
Q3 | $1.64M | Sell |
35,881
-893
| -2% | -$43.8K | 1.15% | 36 |
|
|
2015
Q2 | $1.79M | Sell |
36,774
-735
| -2% | -$33.8K | 1.08% | 37 |
|
|
2015
Q1 | $1.85M | Sell |
37,509
-18,594
| -33% | -$847K | 1.13% | 37 |
|
|
2014
Q4 | $2.39M | Sell |
56,103
-6,303
| -10% | -$261K | 1.46% | 32 |
|
|
2014
Q3 | $2.31M | Buy |
62,406
+6,093
| +11% | +$226K | 1.35% | 33 |
|
|
2014
Q2 | $2.25M | Sell |
56,313
-11,399
| -17% | -$432K | 1.23% | 35 |
|
|
2014
Q1 | $2.55M | Buy |
67,712
+9,193
| +16% | +$351K | 1.61% | 26 |
|
|
2013
Q4 | $2.2M | Sell |
58,519
-19,331
| -25% | -$652K | 1.42% | 29 |
|
|
2013
Q3 | $2.62M | Buy |
77,850
+8,301
| +12% | +$269K | 1.77% | 23 |
|
|
2013
Q2 | $2.39M | Buy |
+69,549
| New | +$2.64M | 1.7% | 27 |
|
Other funds holding LEN
GA
