EI
AIV

Ethic Inc’s Aimco AIV Stock Holding History

Ethic Inc’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
2023
Q4 		– Sell
-10,080
Closed -$68.5K – 1052
2023
Q3 		$68.5K Sell
10,080
-2,080
-17% -$16.6K ﹤0.01% 992
2023
Q2 		$104K Buy
+12,160
New +$98.9K ﹤0.01% 941
2020
Q2 		– Sell
-43,209
Closed -$202K – 276
2020
Q1 		$202K Sell
43,209
-47,128
-52% -$302K 0.17% 183
2019
Q4 		$622K Buy
+90,337
New +$638K 0.46% 67

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
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ethic Inc's AIV Position: Q4 2023 in Review

Ethic Inc sold out of Aimco (AIV) in Q4 2023, closing a stake of 10,080 shares — an estimated $68.5K sold.

Ethic Inc first reported a position in AIV in Q4 2019 and held it in 4 quarters. The position peaked at $622K in Q4 2019. 183 funds tracked by Wall St. Rank hold AIV as of Q4 2023.

  • Ethic Inc reported no remaining Aimco position as of Q4 2023 after selling out during the quarter.
  • Ethic Inc sold 10,080 Aimco shares in Q4 2023, an estimated $68.5K.
  • Ethic Inc first reported a position in Aimco in Q4 2019 and held it in 4 quarters.
  • Ethic Inc's Aimco position peaked at $622K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held Aimco as of Q4 2023.

Based on Ethic Inc's 13F filing for Q4 2023, filed 14 Feb 2024.