Ivory Investment 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
2015
Q3
Sell
-542,645
Closed -$26.4M 88
2015
Q2
$26.4M Buy
+542,645
New +$26.4M 0.64% 44
2014
Q3
Sell
-374,065
Closed -$14.9M 94
2014
Q2
$14.9M Buy
374,065
+131,384
+54% +$5.25M 0.43% 47
2014
Q1
$9.15M Buy
242,681
+140,251
+137% +$5.29M 0.39% 63
2013
Q4
$3.86M Buy
+102,430
New +$3.86M 0.19% 76