JG
AIV

Joel Greenblatt’s Aimco AIV Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-10,790
Closed -$76.8K – 1315
2022
Q4 		$76.8K Sell
10,790
-3,635
-25% -$27.7K ﹤0.01% 1186
2022
Q3 		$105K Buy
+14,425
New +$118K ﹤0.01% 1124
2021
Q3 		– Sell
-16,193
Closed -$109K – 1012
2021
Q2 		$109K Buy
+16,193
New +$111K ﹤0.01% 969
2020
Q4 		– Sell
-413,768
Closed -$1.86M – 985
2020
Q3 		$1.86M Buy
413,768
+16,358
+4% +$79.3K 0.06% 375
2020
Q2 		$1.99M Buy
397,410
+189,832
+91% +$941K 0.06% 391
2020
Q1 		$972K Buy
207,578
+171,245
+471% +$1.1M 0.03% 554
2019
Q4 		$250K Sell
36,333
-5,570
-13% -$39.4K ﹤0.01% 988
2019
Q3 		$291K Buy
41,903
+5,345
+15% +$36.2K 0.01% 917
2019
Q2 		$244K Sell
36,558
-39,786
-52% -$266K ﹤0.01% 1009
2019
Q1 		$511K Buy
+76,344
New +$492K 0.01% 841

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Joel Greenblatt's AIV Position: Q1 2023 in Review

Joel Greenblatt sold out of Aimco (AIV) in Q1 2023, closing a stake of 10,790 shares — an estimated $76.8K sold.

Joel Greenblatt first reported a position in AIV in Q1 2019 and held it in 10 quarters. The position peaked at $1.99M in Q2 2020. 188 funds tracked by Wall St. Rank hold AIV as of Q1 2023.

  • Joel Greenblatt reported no remaining Aimco position as of Q1 2023 after selling out during the quarter.
  • Joel Greenblatt sold 10,790 Aimco shares in Q1 2023, an estimated $76.8K.
  • Joel Greenblatt first reported a position in Aimco in Q1 2019 and held it in 10 quarters.
  • Joel Greenblatt's Aimco position peaked at $1.99M in Q2 2020.
  • 188 funds tracked by Wall St. Rank held Aimco as of Q1 2023.

Based on Gotham Asset Management's 13F filing for Q1 2023, filed 15 May 2023.