Muhlenkamp & Co’s Lennar Class A LEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-71,139
Closed -$5.59M 29
2022
Q1
$5.59M Buy
71,139
+651
+0.9% +$51.2K 1.95% 25
2021
Q4
$7.93M Sell
70,488
-60
-0.1% -$6.75K 2.76% 19
2021
Q3
$6.4M Sell
70,548
-117
-0.2% -$10.6K 2.46% 24
2021
Q2
$6.8M Buy
70,665
+117
+0.2% +$11.3K 2.49% 24
2021
Q1
$7.14M Sell
70,548
-25,774
-27% -$2.61M 2.64% 21
2020
Q4
$7.11M Buy
96,322
+632
+0.7% +$46.6K 2.86% 20
2020
Q3
$7.57M Buy
95,690
+407
+0.4% +$32.2K 3.92% 11
2020
Q2
$5.68M Buy
+95,283
New +$5.68M 3.04% 16
2019
Q4
$5.14M Buy
+95,098
New +$5.14M 2.24% 23
2018
Q1
Hold
0
52
2017
Q4
Hold
0
60
2017
Q3
Hold
0
60
2017
Q2
Hold
0
64
2017
Q1
Hold
0
66
2016
Q4
Hold
0
60