Ground Swell Capital’s Aimco AIV Stock Holding History

Ground Swell Capital’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
2021 Q3	–	Sell	-16,591	Closed	-$111K	–	69
2021 Q2	$111K	Buy	+16,591	New	+$114K	0.53%	56
2014 Q3	$8K	Buy	1,847 +616	+50%	+$2.74K	0.02%	1157
2014 Q2	$5K	Buy	+1,231	New	+$5.09K	0.01%	1055

Other funds holding AIV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ground Swell Capital's AIV Position: Q3 2021 in Review

Ground Swell Capital sold out of Aimco (AIV) in Q3 2021, closing a stake of 16,591 shares — an estimated $111K sold.

Ground Swell Capital first reported a position in AIV in Q2 2014 and held it in 3 quarters. The position peaked at $111K in Q2 2021. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2021.

Ground Swell Capital reported no remaining Aimco position as of Q3 2021 after selling out during the quarter.
Ground Swell Capital sold 16,591 Aimco shares in Q3 2021, an estimated $111K.
Ground Swell Capital first reported a position in Aimco in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's Aimco position peaked at $111K in Q2 2021.
194 funds tracked by Wall St. Rank held Aimco as of Q3 2021.

Based on Ground Swell Capital's 13F filing for Q3 2021, filed 12 Nov 2021.