Anchor Investment Management’s Aimco AIV Stock Holding History

Anchor Investment Management’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 Q1	–	Sell	-7,499	Closed	-$51.6K	–	863
2019 Q4	$51.6K	Hold	7,499	–	–	0.01%	453
2019 Q3	$52.1K	Hold	7,499	–	–	0.01%	450
2019 Q2	$50.1K	Hold	7,499	–	–	0.01%	450
2019 Q1	$50.2K	Sell	7,499 -8	-0.1%	-$52	0.01%	439
2018 Q4	$43.9K	Hold	7,507	–	–	0.01%	454
2018 Q3	$44.1K	Hold	7,507	–	–	0.01%	494
2018 Q2	$42.3K	Hold	7,507	–	–	0.01%	509
2018 Q1	$40.8K	Hold	7,507	–	–	0.01%	508
2017 Q4	$43.7K	Hold	7,507	–	–	0.01%	490
2017 Q3	$43.9K	Hold	7,507	–	–	0.01%	472
2017 Q2	$43K	Hold	7,507	–	–	0.01%	418
2017 Q1	$44.4K	Hold	7,507	–	–	0.02%	407
2016 Q4	$45.5K	Hold	7,507	–	–	0.02%	388
2016 Q3	$45.9K	Hold	7,507	–	–	0.02%	360
2016 Q2	$44.2K	Hold	7,507	–	–	0.02%	364
2016 Q1	$41.8K	Buy	+7,507	New	+$38.4K	0.02%	358

Other funds holding AIV

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCRM

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

Anchor Investment Management's AIV Position: Q1 2020 in Review

Anchor Investment Management sold out of Aimco (AIV) in Q1 2020, closing a stake of 7,499 shares — an estimated $51.6K sold.

Anchor Investment Management first reported a position in AIV in Q1 2016 and held it in 16 quarters. The position peaked at $52.1K in Q3 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q1 2020.

Anchor Investment Management reported no remaining Aimco position as of Q1 2020 after selling out during the quarter.
Anchor Investment Management sold 7,499 Aimco shares in Q1 2020, an estimated $51.6K.
Anchor Investment Management first reported a position in Aimco in Q1 2016 and held it in 16 quarters.
Anchor Investment Management's Aimco position peaked at $52.1K in Q3 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q1 2020.

Based on Anchor Investment Management's 13F filing for Q1 2020, filed 2 Jan 2024.