EP
AIV

Edgestream Partners’s Aimco AIV Stock Holding History

Edgestream Partners’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
Q4 		– Sell
-153,762
Closed -$691K – 354
2020
Q3 		$691K Buy
153,762
+17,273
+13% +$83.7K 0.04% 243
2020
Q2 		$684K Buy
136,489
+35,125
+35% +$174K 0.04% 263
2020
Q1 		$475K Sell
101,364
-47,076
-32% -$302K 0.04% 253
2019
Q4 		$1.02M Buy
+148,440
New +$1.05M 0.05% 231
2018
Q3 		– Sell
-110,020
Closed -$620K – 253
2018
Q2 		$620K Sell
110,020
-40,589
-27% -$221K 0.13% 184
2018
Q1 		$818K Buy
+150,609
New +$807K 0.16% 155

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Edgestream Partners's AIV Position: Q4 2020 in Review

Edgestream Partners sold out of Aimco (AIV) in Q4 2020, closing a stake of 153,762 shares — an estimated $691K sold.

Edgestream Partners first reported a position in AIV in Q1 2018 and held it in 6 quarters. The position peaked at $1.02M in Q4 2019. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Edgestream Partners reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Edgestream Partners sold 153,762 Aimco shares in Q4 2020, an estimated $691K.
  • Edgestream Partners first reported a position in Aimco in Q1 2018 and held it in 6 quarters.
  • Edgestream Partners's Aimco position peaked at $1.02M in Q4 2019.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Edgestream Partners's 13F filing for Q4 2020, filed 11 Feb 2021.