Altshuler Shaham’s Aimco AIV Stock Holding History

Altshuler Shaham’s Portfolio AIV Stock Details AIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-24,337	Closed	-$114K	–	334
2020 Q1	$114K	Buy	+24,337	New	+$156K	0.01%	161
2019 Q2	–	Sell	-165	Closed	-$1K	–	358
2019 Q1	$1K	Sell	165 -4,257	-96%	-$27.5K	﹤0.01%	290
2018 Q4	$26K	Buy	+4,422	New	+$26.3K	﹤0.01%	143

Other funds holding AIV

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Altshuler Shaham's AIV Position: Q2 2020 in Review

Altshuler Shaham sold out of Aimco (AIV) in Q2 2020, closing a stake of 24,337 shares — an estimated $114K sold.

Altshuler Shaham first reported a position in AIV in Q4 2018 and held it in 3 quarters. The position peaked at $114K in Q1 2020. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

Altshuler Shaham reported no remaining Aimco position as of Q2 2020 after selling out during the quarter.
Altshuler Shaham sold 24,337 Aimco shares in Q2 2020, an estimated $114K.
Altshuler Shaham first reported a position in Aimco in Q4 2018 and held it in 3 quarters.
Altshuler Shaham's Aimco position peaked at $114K in Q1 2020.
331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on Altshuler Shaham's 13F filing for Q2 2020, filed 13 Aug 2020.