Kempner Capital Management’s Lennar Class B LEN.B Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,090	Closed	-$1.28M	–	56
2023 Q1	$1.28M	Sell	15,090 -45,621	-75%	-$3.87M	0.75%	40
2022 Q4	$4.32M	Sell	60,711 -291	-0.5%	-$20.7K	2.62%	15
2022 Q3	$3.45M	Hold	61,002	–	–	2.28%	16
2022 Q2	$3.4M	Buy	+61,002	New	+$3.4M	2.07%	24