HM Payson & Co’s Aimco AIV Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-23	Closed	–	–	1073
2021 Q3	$0	Hold	23	–	–	﹤0.01%	1080
2021 Q2	$0	Hold	23	–	–	﹤0.01%	1087
2021 Q1	$0	Hold	23	–	–	﹤0.01%	1126
2020 Q4	$0	Sell	23 -277	-92%	-$1.23K	﹤0.01%	1082
2020 Q3	$1K	Buy	+300	New	+$1.45K	﹤0.01%	976

Other funds holding AIV

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

LPC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

HM Payson & Co's AIV Position: Q4 2021 in Review

HM Payson & Co sold out of Aimco (AIV) in Q4 2021, closing a stake of 23 shares.

HM Payson & Co first reported a position in AIV in Q3 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 198 funds tracked by Wall St. Rank hold AIV as of Q4 2021.

HM Payson & Co reported no remaining Aimco position as of Q4 2021 after selling out during the quarter.
HM Payson & Co sold 23 Aimco shares in Q4 2021.
HM Payson & Co first reported a position in Aimco in Q3 2020 and held it in 5 quarters.
HM Payson & Co's Aimco position peaked at $1K in Q3 2020.
198 funds tracked by Wall St. Rank held Aimco as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.