Fernwood Investment Management’s American International AIG Stock Holding History

Fernwood Investment Management’s Portfolio AIG Stock Details AIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10	Closed	-$782	–	210
2024 Q1	$782	Buy	+10	New	+$714	﹤0.01%	689
2018 Q3	–	Sell	-6,470	Closed	-$343K	–	167
2018 Q2	$343K	Sell	6,470 -500	-7%	-$27.1K	0.19%	116
2018 Q1	$379K	Hold	6,970	–	–	0.21%	102
2017 Q4	$415K	Hold	6,970	–	–	0.22%	99
2017 Q3	$428K	Hold	6,970	–	–	0.27%	91
2017 Q2	$436K	Hold	6,970	–	–	0.32%	88
2017 Q1	$435K	Hold	6,970	–	–	0.35%	75
2016 Q4	$455K	Hold	6,970	–	–	0.44%	67
2016 Q3	$414K	Buy	6,970 +100	+1%	+$5.71K	0.38%	72
2016 Q2	$363K	Hold	6,870	–	–	0.36%	74
2016 Q1	$371K	Hold	6,870	–	–	0.38%	70
2015 Q4	$426K	Sell	6,870 -9,900	-59%	-$604K	0.36%	67
2015 Q3	$953K	Buy	16,770 +4,500	+37%	+$275K	0.84%	40
2015 Q2	$759K	Buy	12,270 +3,900	+47%	+$230K	0.6%	50
2015 Q1	$459K	Hold	8,370	–	–	0.38%	67
2014 Q4	$469K	Buy	8,370 +700	+9%	+$37.5K	0.4%	68
2014 Q3	$414K	Hold	7,670	–	–	0.36%	69
2014 Q2	$419K	Buy	+7,670	New	+$406K	0.35%	73

Other funds holding AIG

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fernwood Investment Management's AIG Position: Q2 2024 in Review

Fernwood Investment Management sold out of American International (AIG) in Q2 2024, closing a stake of 10 shares — an estimated $782 sold.

Fernwood Investment Management first reported a position in AIG in Q2 2014 and held it in 18 quarters. The position peaked at $953K in Q3 2015. 1,049 funds tracked by Wall St. Rank hold AIG as of Q2 2024.

Fernwood Investment Management reported no remaining American International position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 10 American International shares in Q2 2024, an estimated $782.
Fernwood Investment Management first reported a position in American International in Q2 2014 and held it in 18 quarters.
Fernwood Investment Management's American International position peaked at $953K in Q3 2015.
1,049 funds tracked by Wall St. Rank held American International as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.