Harvest Fund Management’s Aimco AIV Stock Holding History

Harvest Fund Management’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 Q2	–	Sell	-3,244	Closed	-$19K	–	768
2021 Q1	$19K	Buy	+3,244	New	+$16.4K	﹤0.01%	631
2020 Q4	–	Sell	-18,790	Closed	-$91K	–	575
2020 Q3	$91K	Hold	18,790	–	–	0.01%	291
2020 Q2	$97K	Hold	18,790	–	–	0.01%	236
2020 Q1	$87K	Sell	18,790 -2,252	-11%	-$14.4K	0.01%	228
2019 Q4	$146K	Buy	21,042 +10,908	+108%	+$77.1K	0.02%	143
2019 Q3	$70K	Hold	10,134	–	–	0.01%	234
2019 Q2	$68K	Hold	10,134	–	–	0.01%	260
2019 Q1	$68K	Buy	10,134 +1,501	+17%	+$9.68K	0.01%	244
2018 Q4	$50K	Sell	8,633 -6,306	-42%	-$37.5K	0.01%	244
2018 Q3	$88K	Buy	14,939 +6,757	+83%	+$38.9K	0.02%	292
2018 Q2	$46K	Hold	8,182	–	–	0.01%	198
2018 Q1	$44K	Sell	8,182 -4,504	-36%	-$24.1K	0.01%	177
2017 Q4	$74K	Sell	12,686 -2,328	-16%	-$13.7K	0.01%	138
2017 Q3	$88K	Hold	15,014	–	–	0.01%	106
2017 Q2	$86K	Hold	15,014	–	–	0.01%	109
2017 Q1	$89K	Sell	15,014 -5,254	-26%	-$31.3K	0.02%	97
2016 Q4	$123K	Buy	+20,268	New	+$116K	0.03%	85

Other funds holding AIV

T. Rowe Price Associates

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

Geode Capital Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return