Ownership history in AIA Group Ltd Β· 17 quarters on record
This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in LENNAR CORP (LEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AIA Group Ltd outperformed the S&P 500 by +3.6% annually on this LEN position. Timing score: 44% (7/16 decisions correct). Average cost basis: $106.28. Maximum drawdown during holding period: β38.7%.
β
Outperformed SPY on this position by 3.6% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $64.51 (2022 Q2) Β· Worst: $161.41 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 6 trims. Bought during 4 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.05% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size