Evercore Wealth 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
2018 Q1	–	Sell	-1,368	Closed	-$84K	–	598
2017 Q4	$84K	Sell	1,368 -23	-2%	-$1.31K	﹤0.01%	497
2017 Q3	$70K	Hold	1,391	–	–	﹤0.01%	526
2017 Q2	$71K	Buy	1,391 +839	+152%	+$41.3K	﹤0.01%	531
2017 Q1	$27K	Sell	552 -28	-5%	-$1.27K	﹤0.01%	709
2016 Q4	$24K	Sell	580 -79	-12%	-$3.2K	﹤0.01%	729
2016 Q3	$27K	Hold	659	–	–	﹤0.01%	722
2016 Q2	$29K	Buy	659 +107	+19%	+$4.68K	﹤0.01%	693
2016 Q1	$25K	Buy	552 +435	+372%	+$17.8K	﹤0.01%	686
2015 Q4	$5K	Buy	+117	New	+$5.58K	﹤0.01%	916
2014 Q2	–	Sell	-67	Closed	-$3K	–	1025
2014 Q1	$3K	Hold	67	–	–	﹤0.01%	883
2013 Q4	$3K	Sell	67 -79	-54%	-$2.67K	﹤0.01%	819
2013 Q3	$5K	Buy	+146	New	+$4.74K	﹤0.01%	849