Echo Street Capital 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
2023
Q4
Sell
-847,779
Closed -$92.1M 239
2023
Q3
$92.1M Buy
847,779
+836,952
+7,730% +$90.9M 0.86% 43
2023
Q2
$1.31M Buy
+10,827
New +$1.31M 0.01% 112
2022
Q2
Sell
-4,373
Closed -$344K 638
2022
Q1
$344K Buy
4,373
+583
+15% +$45.9K ﹤0.01% 483
2021
Q4
$426K Buy
+3,790
New +$426K ﹤0.01% 450
2021
Q2
Sell
-90,866
Closed -$8.9M 665
2021
Q1
$8.9M Sell
90,866
-611,430
-87% -$59.9M 0.08% 125
2020
Q4
$51.8M Buy
702,296
+71,477
+11% +$5.27M 0.52% 78
2020
Q3
$49.9M Sell
630,819
-717,401
-53% -$56.7M 0.86% 61
2020
Q2
$80.4M Buy
1,348,220
+244,259
+22% +$14.6M 0.95% 27
2020
Q1
$40.8M Buy
1,103,961
+604,988
+121% +$22.4M 0.88% 41
2019
Q4
$26.9M Buy
498,973
+377,624
+311% +$20.4M 0.42% 98
2019
Q3
$6.56M Buy
+121,349
New +$6.56M 0.11% 155
2019
Q2
Sell
-188,714
Closed -$8.97M 183
2019
Q1
$8.97M Buy
+188,714
New +$8.97M 0.18% 141
2015
Q4
Sell
-287,734
Closed -$13.2M 205
2015
Q3
$13.2M Buy
+287,734
New +$13.2M 0.49% 81