First Manhattan’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
Q2
$922K Buy
8,339
+1,775
+27% +$196K ﹤0.01% 434
2025
Q1
$753K Sell
6,564
-59,431
-90% -$6.82M ﹤0.01% 438
2024
Q4
$8.71M Sell
65,995
-2,664
-4% -$352K 0.03% 159
2024
Q3
$12.5M Sell
68,659
-155
-0.2% -$28.1K 0.04% 128
2024
Q2
$9.98M Sell
68,814
-156
-0.2% -$22.6K 0.03% 145
2024
Q1
$11.5M Sell
68,970
-50
-0.1% -$8.32K 0.04% 136
2023
Q4
$9.96M Sell
69,020
-22
-0% -$3.17K 0.03% 147
2023
Q3
$7.5M Sell
69,042
-1,270
-2% -$138K 0.03% 176
2023
Q2
$8.53M Sell
70,312
-11,502
-14% -$1.4M 0.03% 154
2023
Q1
$8.32M Sell
81,814
-59,684
-42% -$6.07M 0.03% 159
2022
Q4
$12.4M Sell
141,498
-15,278
-10% -$1.34M 0.05% 130
2022
Q3
$11.3M Sell
156,776
-5,682
-3% -$410K 0.05% 131
2022
Q2
$11.1M Sell
162,458
-1,033
-0.6% -$70.6K 0.04% 145
2022
Q1
$12.8M Sell
163,491
-129
-0.1% -$10.1K 0.04% 151
2021
Q4
$18.4M Sell
163,620
-3,564
-2% -$401K 0.06% 121
2021
Q3
$15.2M Sell
167,184
-9,598
-5% -$870K 0.06% 126
2021
Q2
$17M Sell
176,782
-1,033
-0.6% -$99.3K 0.06% 123
2021
Q1
$17.4M Sell
177,815
-926
-0.5% -$90.7K 0.08% 120
2020
Q4
$13.2M Sell
178,741
-4,457
-2% -$329K 0.06% 136
2020
Q3
$14.5M Sell
183,198
-2,325
-1% -$184K 0.07% 119
2020
Q2
$11.1M Sell
185,523
-101,259
-35% -$6.04M 0.06% 139
2020
Q1
$10.6M Sell
286,782
-661,085
-70% -$24.4M 0.07% 141
2019
Q4
$51.2M Sell
947,867
-134,135
-12% -$7.24M 0.26% 61
2019
Q3
$58.5M Sell
1,082,002
-23,742
-2% -$1.28M 0.32% 54
2019
Q2
$51.9M Sell
1,105,744
-20,728
-2% -$972K 0.29% 60
2019
Q1
$53.5M Buy
1,126,472
+125,841
+13% +$5.98M 0.31% 55
2018
Q4
$37.9M Buy
1,000,631
+110,190
+12% +$4.18M 0.24% 65
2018
Q3
$40.2M Buy
890,441
+810,053
+1,008% +$36.6M 0.21% 76
2018
Q2
$4.09M Buy
80,388
+77,134
+2,370% +$3.92M 0.02% 283
2018
Q1
$185K Sell
3,254
-207
-6% -$11.8K ﹤0.01% 685
2017
Q4
$211K Sell
3,461
-58,312
-94% -$3.55M ﹤0.01% 708
2017
Q3
$3.1M Hold
61,773
0.02% 315
2017
Q2
$3.14M Buy
61,773
+59,882
+3,167% +$3.04M 0.02% 304
2017
Q1
$92K Hold
1,891
﹤0.01% 829
2016
Q4
$77K Hold
1,891
﹤0.01% 851
2016
Q3
$76K Hold
1,891
﹤0.01% 854
2016
Q2
$82K Hold
1,891
﹤0.01% 855
2016
Q1
$87K Sell
1,891
-2,033
-52% -$93.5K ﹤0.01% 813
2015
Q4
$182K Buy
3,924
+3,023
+336% +$140K ﹤0.01% 696
2015
Q3
$41K Sell
901
-263
-23% -$12K ﹤0.01% 984
2015
Q2
$56K Sell
1,164
-42
-3% -$2.02K ﹤0.01% 943
2015
Q1
$59K Buy
1,206
+305
+34% +$14.9K ﹤0.01% 945
2014
Q4
$38K Hold
901
﹤0.01% 1030
2014
Q3
$33K Buy
901
+271
+43% +$9.93K ﹤0.01% 1037
2014
Q2
$25K Hold
630
﹤0.01% 1063
2014
Q1
$23K Hold
630
﹤0.01% 1066
2013
Q4
$23K Sell
630
-316
-33% -$11.5K ﹤0.01% 1046
2013
Q3
$31K Hold
946
﹤0.01% 1018
2013
Q2
$29K Buy
+946
New +$29K ﹤0.01% 1021