AlTi Global’s Lennar Class A LEN Stock Holding History

AlTi Global’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,625	Closed	-$295K	–	423
2024 Q3	$295K	Buy	+1,625	New	+$272K	0.01%	322

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AlTi Global's LEN Position: Q4 2024 in Review

AlTi Global sold out of Lennar Class A (LEN) in Q4 2024, closing a stake of 1,625 shares — an estimated $295K sold.

AlTi Global first reported a position in LEN in Q3 2024 and held it in 1 quarter. The position peaked at $295K in Q3 2024. 1,019 funds tracked by Wall St. Rank hold LEN as of Q4 2024.

AlTi Global reported no remaining Lennar Class A position as of Q4 2024 after selling out during the quarter.
AlTi Global sold 1,625 Lennar Class A shares in Q4 2024, an estimated $295K.
AlTi Global first reported a position in Lennar Class A in Q3 2024 and held it in 1 quarter.
AlTi Global's Lennar Class A position peaked at $295K in Q3 2024.
1,019 funds tracked by Wall St. Rank held Lennar Class A as of Q4 2024.

Based on AlTi Global's 13F filing for Q4 2024, filed 14 Feb 2025.