EI
INVH icon

Ellevest Inc’s Invitation Homes INVH Stock Holding History

Ellevest Inc’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
2024
Q3 		– Sell
-9,711
Closed -$349K – 436
2024
Q2 		$349K Buy
9,711
+539
+6% +$18.7K 0.02% 291
2024
Q1 		$327K Sell
9,172
-1,205
-12% -$40.8K 0.02% 297
2023
Q4 		$354K Buy
10,377
+248
+2% +$8.07K 0.02% 263
2023
Q3 		$321K Sell
10,129
-342
-3% -$11.8K 0.02% 251
2023
Q2 		$360K Buy
10,471
+1,277
+14% +$42.7K 0.03% 231
2023
Q1 		$287K Buy
9,194
+3,388
+58% +$106K 0.02% 252
2022
Q4 		$172K Sell
5,806
-2,944
-34% -$93.3K 0.01% 326
2022
Q3 		$295K Buy
8,750
+154
+2% +$5.71K 0.03% 186
2022
Q2 		$306K Buy
8,596
+924
+12% +$35.2K 0.03% 188
2022
Q1 		$308K Buy
7,672
+1,317
+21% +$53.9K 0.03% 232
2021
Q4 		$288K Buy
6,355
+1,352
+27% +$55.9K 0.03% 222
2021
Q3 		$192K Buy
5,003
+2,954
+144% +$118K 0.02% 283
2021
Q2 		$76K Sell
2,049
-14
-0.7% -$495 0.01% 408
2021
Q1 		$66K Buy
2,063
+633
+44% +$19K 0.01% 411
2020
Q4 		$42K Sell
1,430
-1,521
-52% -$43.8K 0.01% 503
2020
Q3 		$83K Buy
2,951
+2,151
+269% +$61.3K 0.01% 299
2020
Q2 		$22K Sell
800
-1,378
-63% -$34.5K ﹤0.01% 480
2020
Q1 		$47K Buy
2,178
+795
+57% +$22.5K 0.01% 240
2019
Q4 		$41K Buy
+1,383
New +$41.5K 0.01% 236

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return