Cannell & Co’s Lennar Class A LEN Stock Holding History

Cannell & Co’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$30.7M	Sell	212,822 -20,618	-9%	-$2.97M	0.97%	34
2023 Q3	$25.4M	Sell	233,440 -1,850	-0.8%	-$201K	0.87%	35
2023 Q2	$28.5M	Sell	235,290 -4,682	-2%	-$568K	0.95%	36
2023 Q1	$24.4M	Sell	239,972 -61,381	-20%	-$6.25M	0.87%	43
2022 Q4	$26.4M	Sell	301,353 -452,738	-60%	-$39.7M	0.95%	37
2022 Q3	$54.4M	Buy	754,091 +38,679	+5%	+$2.79M	2.09%	11
2022 Q2	$48.9M	Buy	715,412 +112,771	+19%	+$7.7M	1.76%	11
2022 Q1	$47.4M	Buy	602,641 +414,658	+221%	+$32.6M	1.42%	15
2021 Q4	$21.1M	Sell	187,983 -6,432	-3%	-$723K	0.6%	56
2021 Q3	$17.6M	Sell	194,415 -6,684	-3%	-$606K	0.54%	62
2021 Q2	$19.3M	Sell	201,099 -2,118	-1%	-$204K	0.58%	56
2021 Q1	$19.9M	Sell	203,217 -4,020	-2%	-$394K	0.62%	53
2020 Q4	$15.3M	Sell	207,237 -620	-0.3%	-$45.8K	0.51%	63
2020 Q3	$16.4M	Sell	207,857 -2,738	-1%	-$216K	0.6%	51
2020 Q2	$12.6M	Sell	210,595 -217,095	-51%	-$12.9M	0.49%	59
2020 Q1	$15.8M	Sell	427,690 -45,126	-10%	-$1.67M	0.76%	45
2019 Q4	$25.5M	Sell	472,816 -185,078	-28%	-$10M	0.91%	32
2019 Q3	$35.6M	Sell	657,894 -322,668	-33%	-$17.4M	1.35%	20
2019 Q2	$46M	Buy	980,562 +161,392	+20%	+$7.57M	1.74%	15
2019 Q1	$38.9M	Buy	819,170 +544,747	+199%	+$25.9M	1.51%	17
2018 Q4	$10.4M	Sell	274,423 -298,134	-52%	-$11.3M	0.46%	67
2018 Q3	$25.9M	Sell	572,557 -477,173	-45%	-$21.6M	0.92%	35
2018 Q2	$53.4M	Buy	1,049,730 +870,794	+487%	+$44.3M	2%	10
2018 Q1	$10.2M	Buy	178,936 +2,339	+1%	+$133K	0.38%	75
2017 Q4	$10.8M	Buy	176,597 +259	+0.1%	+$15.9K	0.37%	72
2017 Q3	$8.86M	Sell	176,338 -4,542	-3%	-$228K	0.31%	80
2017 Q2	$9.18M	Hold	180,880	–	–	0.32%	82
2017 Q1	$8.81M	Buy	180,880 +174,760	+2,856%	+$8.52M	0.31%	83
2016 Q4	$250K	Buy	+6,120	New	+$250K	0.01%	232