Desjardins Global Asset Management’s Invitation Homes INVH Stock Holding History

Desjardins Global Asset Management’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$83.4K	Sell	2,446 -161	-6%	-$5.24K	0.01%	491
2023 Q3	$82.6K	Sell	2,607 -18,873	-88%	-$648K	0.01%	489
2023 Q2	$739K	Buy	21,480 +2,832	+15%	+$94.6K	0.09%	228
2023 Q1	$582K	Buy	18,648 +150	+0.8%	+$4.7K	0.07%	222
2022 Q4	$548K	Buy	18,498 +1,179	+7%	+$37.4K	0.09%	207
2022 Q3	$584K	Sell	17,319 -285	-2%	-$10.6K	0.07%	212
2022 Q2	$626K	Buy	17,604 +3,134	+22%	+$119K	0.08%	206
2022 Q1	$581K	Buy	14,470 +201	+1%	+$8.23K	0.05%	241
2021 Q4	$646K	Buy	+14,269	New	+$590K	0.06%	250

Other funds holding INVH

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Desjardins Global Asset Management's INVH Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Invitation Homes (INVH) stake by 6.2% in Q4 2023, selling an estimated $5.24K and leaving 2,446 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #491.

Desjardins Global Asset Management first reported a position in INVH in Q4 2021 and has held it in 9 quarters since. The position peaked at $739K in Q2 2023. 521 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

Desjardins Global Asset Management held 2,446 shares of Invitation Homes worth $83.4K as of Q4 2023.
Desjardins Global Asset Management sold 161 Invitation Homes shares in Q4 2023, an estimated $5.24K.
Invitation Homes made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #491 holding.
Desjardins Global Asset Management first reported a position in Invitation Homes in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's Invitation Homes position peaked at $739K in Q2 2023.
521 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.