Smith Group Asset 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
2024 Q2	–	Sell	-62,187	Closed	-$10.4M	–	167
2024 Q1	$10.4M	Sell	62,187 -25,928	-29%	-$4.32M	0.59%	57
2023 Q4	$12.7M	Buy	+88,115	New	+$12.7M	0.74%	54