Bank of Montreal
AIV

Bank of Montreal’s Aimco AIV Stock Holding History

Bank of Montreal’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
2024
Q2 		– Sell
-30,638
Closed -$251K – 3826
2024
Q1 		$251K Buy
+30,638
New +$234K ﹤0.01% 2897
2022
Q4 		– Sell
-44,505
Closed -$393 – 3937
2022
Q3 		$393 Buy
+44,505
New +$365K ﹤0.01% 2747
2022
Q1 		– Sell
-15,148
Closed -$117K – 4134
2021
Q4 		$117K Buy
+15,148
New +$116K ﹤0.01% 3087
2021
Q3 		– Sell
-84,700
Closed -$568K – 3794
2021
Q2 		$568K Buy
84,700
+43,297
+105% +$298K ﹤0.01% 2769
2021
Q1 		$258K Sell
41,403
-229,798
-85% -$1.16M ﹤0.01% 3000
2020
Q4 		$1.31M Sell
271,201
-437,096
-62% -$1.94M ﹤0.01% 2063
2020
Q3 		$3.47M Buy
708,297
+19,578
+3% +$94.9K ﹤0.01% 1412
2020
Q2 		$3.37M Buy
688,719
+57,652
+9% +$286K ﹤0.01% 1361
2020
Q1 		$2.62M Sell
631,067
-1,115,398
-64% -$7.14M ﹤0.01% 1299
2019
Q4 		$12M Sell
1,746,465
-251,786
-13% -$1.78M 0.01% 892
2019
Q3 		$13.9M Buy
1,998,251
+897,153
+81% +$6.07M 0.01% 752
2019
Q2 		$7.35M Buy
1,101,098
+488,715
+80% +$3.27M 0.01% 1032
2019
Q1 		$4.1M Sell
612,383
-898,774
-59% -$5.8M ﹤0.01% 1274
2018
Q4 		$8.83M Sell
1,511,157
-727,319
-32% -$4.32M 0.01% 829
2018
Q3 		$13.2M Buy
2,238,476
+851,249
+61% +$4.9M 0.01% 807
2018
Q2 		$7.82M Buy
1,387,227
+663,151
+92% +$3.6M 0.01% 985
2018
Q1 		$3.93M Sell
724,076
-343,384
-32% -$1.84M ﹤0.01% 1266
2017
Q4 		$6.22M Buy
1,067,460
+255,659
+31% +$1.51M 0.01% 1043
2017
Q3 		$4.74M Buy
811,801
+166,689
+26% +$995K ﹤0.01% 1186
2017
Q2 		$3.69M Sell
645,112
-1,861,943
-74% -$10.9M ﹤0.01% 1306
2017
Q1 		$14.8M Sell
2,507,055
-139,161
-5% -$829K 0.01% 664
2016
Q4 		$14.8M Buy
2,646,216
+2,220,453
+522% +$12.7M 0.02% 658
2016
Q3 		$2.6M Sell
425,763
-468,372
-52% -$2.82M ﹤0.01% 1376
2016
Q2 		$5.26M Buy
894,135
+163,055
+22% +$902K 0.01% 1083
2016
Q1 		$4.07M Sell
731,080
-56,646
-7% -$290K ﹤0.01% 1115
2015
Q4 		$4.2M Sell
787,726
-29,472
-4% -$152K 0.01% 1058
2015
Q3 		$4.03M Sell
817,198
-171,058
-17% -$865K 0.01% 1027
2015
Q2 		$4.86M Sell
988,256
-224,498
-19% -$1.13M 0.01% 1067
2015
Q1 		$6.36M Buy
1,212,754
+1,086,197
+858% +$5.65M 0.01% 971
2014
Q4 		$626K Sell
126,557
-62,157
-33% -$296K ﹤0.01% 1947
2014
Q3 		$801K Buy
188,714
+23,647
+14% +$105K ﹤0.01% 1871
2014
Q2 		$709K Buy
165,067
+66,870
+68% +$277K ﹤0.01% 1914
2014
Q1 		$396K Sell
98,197
-9,466
-9% -$36.3K ﹤0.01% 2178
2013
Q4 		$372K Sell
107,663
-129,132
-55% -$463K ﹤0.01% 1947
2013
Q3 		$882K Buy
236,795
+92,432
+64% +$359K ﹤0.01% 1504
2013
Q2 		$577K Buy
+144,363
New +$591K ﹤0.01% 1665

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of Montreal's AIV Position: Q2 2024 in Review

Bank of Montreal sold out of Aimco (AIV) in Q2 2024, closing a stake of 30,638 shares — an estimated $251K sold.

Bank of Montreal first reported a position in AIV in Q2 2013 and held it in 36 quarters. The position peaked at $14.8M in Q4 2016. 185 funds tracked by Wall St. Rank hold AIV as of Q2 2024.

  • Bank of Montreal reported no remaining Aimco position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 30,638 Aimco shares in Q2 2024, an estimated $251K.
  • Bank of Montreal first reported a position in Aimco in Q2 2013 and held it in 36 quarters.
  • Bank of Montreal's Aimco position peaked at $14.8M in Q4 2016.
  • 185 funds tracked by Wall St. Rank held Aimco as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.