AIM
ROIC

Aigen Investment Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Aigen Investment Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,272
Closed -$132K – 1059
2024
Q1 		$132K Sell
10,272
-646
-6% -$8.6K 0.03% 591
2023
Q4 		$153K Sell
10,918
-1,977
-15% -$24.9K 0.03% 701
2023
Q3 		$160K Sell
12,895
-86,773
-87% -$1.2M 0.03% 707
2023
Q2 		$1.35M Buy
99,668
+42,240
+74% +$548K 0.2% 145
2023
Q1 		$802K Buy
+57,428
New +$834K 0.11% 218
2020
Q3 		– Sell
-31,993
Closed -$362K – 1148
2020
Q2 		$362K Buy
+31,993
New +$310K 0.05% 555

Other funds holding ROIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return