UBS AM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Hold |
14,021
| – | – | ﹤0.01% | 2279 |
|
|
2025
Q1 | $1.53M | Sell |
14,021
-2,368
| -14% | -$258K | ﹤0.01% | 2125 |
|
|
2024
Q4 | $2.06M | Sell |
16,389
-613
| -4% | -$77K | ﹤0.01% | 2029 |
|
|
2024
Q3 | $2.8M | Hold |
17,002
| – | – | ﹤0.01% | 1863 |
|
|
2024
Q2 | $2.25M | Sell |
17,002
-636
| -4% | -$84.3K | ﹤0.01% | 1934 |
|
|
2024
Q1 | $2.58M | Hold |
17,638
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q4 | $2.25M | Buy |
17,638
+67
| +0.4% | +$8.54K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $1.71M | Buy |
17,571
+1,696
| +11% | +$165K | ﹤0.01% | 1703 |
|
|
2023
Q2 | $1.35M | Hold |
15,875
| – | – | ﹤0.01% | 1868 |
|
|
2023
Q1 | $1.35M | Buy |
+15,875
| New | +$1.35M | ﹤0.01% | 1868 |
|
|
2022
Q4 | – | Sell |
-13,295
| Closed | -$752K | – | 2655 |
|
|
2022
Q3 | $752K | Hold |
13,295
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q2 | $742K | Sell |
13,295
-2,101
| -14% | -$117K | ﹤0.01% | 2116 |
|
|
2022
Q1 | $1M | Hold |
15,396
| – | – | ﹤0.01% | 2144 |
|
|
2021
Q4 | $1.4M | Hold |
15,396
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q3 | $1.14M | Hold |
15,396
| – | – | ﹤0.01% | 2093 |
|
|
2021
Q2 | $1.19M | Buy |
15,396
+2,101
| +16% | +$163K | ﹤0.01% | 2120 |
|
|
2021
Q1 | $1.04M | Hold |
13,295
| – | – | ﹤0.01% | 2068 |
|
|
2020
Q4 | $773K | Buy |
13,295
+12,895
| +3,224% | +$750K | ﹤0.01% | 2109 |
|
|
2020
Q3 | $25K | Buy |
+400
| New | +$25K | ﹤0.01% | 2482 |
|
|
2018
Q1 | – | Sell |
-25,628
| Closed | -$1.26M | – | 2665 |
|
|
2017
Q4 | $1.26M | Buy |
+25,628
| New | +$1.26M | ﹤0.01% | 1642 |
|