LCM
AVIV

Lakewood Capital Management’s AVIV REIT INC COM STK (MD) AVIV Stock Holding History

Lakewood Capital Management’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-447,137
Closed -$11.3M – 61
2013
Q2 		$11.3M Buy
+447,137
New +$11.8M 0.77% 39

Other funds holding AVIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
NA
NS Advisors Westport, Connecticut $71M AUM 25.21% 1-Year Est. Return

Lakewood Capital Management's AVIV Position: Q3 2013 in Review

Lakewood Capital Management sold out of AVIV REIT INC COM STK (MD) (AVIV) in Q3 2013, closing a stake of 447,137 shares — an estimated $11.3M sold.

Lakewood Capital Management first reported a position in AVIV in Q2 2013 and held it in 1 quarter. The position peaked at $11.3M in Q2 2013. 86 funds tracked by Wall St. Rank hold AVIV as of Q3 2013.

  • Lakewood Capital Management reported no remaining AVIV REIT INC COM STK (MD) position as of Q3 2013 after selling out during the quarter.
  • Lakewood Capital Management sold 447,137 AVIV REIT INC COM STK (MD) shares in Q3 2013, an estimated $11.3M.
  • Lakewood Capital Management first reported a position in AVIV REIT INC COM STK (MD) in Q2 2013 and held it in 1 quarter.
  • Lakewood Capital Management's AVIV REIT INC COM STK (MD) position peaked at $11.3M in Q2 2013.
  • 86 funds tracked by Wall St. Rank held AVIV REIT INC COM STK (MD) as of Q3 2013.

Based on Lakewood Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.