Hoese & Co’s Aimco AIV Stock Holding History

Hoese & 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
2023 Q4	–	Sell	-104	Closed	-$707	–	147
2023 Q3	$707	Hold	104	–	–	﹤0.01%	162
2023 Q2	$886	Hold	104	–	–	﹤0.01%	170
2023 Q1	$780	Hold	104	–	–	﹤0.01%	168
2022 Q4	$1K	Hold	104	–	–	﹤0.01%	175
2022 Q3	$1K	Hold	104	–	–	﹤0.01%	196
2022 Q2	$1K	Hold	104	–	–	﹤0.01%	199
2022 Q1	$1K	Hold	104	–	–	﹤0.01%	203
2021 Q4	$1K	Hold	104	–	–	﹤0.01%	207
2021 Q3	$1K	Buy	+104	New	+$716	﹤0.01%	194

Other funds holding AIV

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.04B AUM 2.38% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Hoese & Co's AIV Position: Q4 2023 in Review

Hoese & Co sold out of Aimco (AIV) in Q4 2023, closing a stake of 104 shares — an estimated $707 sold.

Hoese & Co first reported a position in AIV in Q3 2021 and held it in 9 quarters. The position peaked at $1K in Q4 2022. 183 funds tracked by Wall St. Rank hold AIV as of Q4 2023.

Hoese & Co reported no remaining Aimco position as of Q4 2023 after selling out during the quarter.
Hoese & Co sold 104 Aimco shares in Q4 2023, an estimated $707.
Hoese & Co first reported a position in Aimco in Q3 2021 and held it in 9 quarters.
Hoese & Co's Aimco position peaked at $1K in Q4 2022.
183 funds tracked by Wall St. Rank held Aimco as of Q4 2023.

Based on Hoese & Co's 13F filing for Q4 2023, filed 4 Jan 2024.