Cercano Management’s Lennar Class A LEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-408,660
| Closed | -$53.9M | – | 170 |
|
|
2024
Q4 | $53.9M | Sell |
408,660
-331,064
| -45% | -$43.7M | 1.37% | 20 |
|
|
2024
Q3 | $134M | Buy |
739,724
+464,590
| +169% | +$84.3M | 3.21% | 5 |
|
|
2024
Q2 | $39.9M | Buy |
275,134
+128,929
| +88% | +$18.7M | 1.06% | 27 |
|
|
2024
Q1 | $24.3M | Buy |
+146,205
| New | +$24.3M | 0.68% | 41 |
|