Loomis, Sayles & Company
AIV

Loomis, Sayles & Company’s Aimco AIV Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-79
Closed -$1K – 909
2023
Q2 		$1K Buy
79
+17
+27% +$138 ﹤0.01% 957
2023
Q1 		$0 Buy
+62
New +$462 ﹤0.01% 970
2019
Q2 		– Sell
-796
Closed -$5K – 572
2019
Q1 		$5K Buy
+796
New +$5.13K ﹤0.01% 750
2016
Q4 		– Sell
-2,504,202
Closed -$15.3M – 1011
2016
Q3 		$15.3M Hold
2,504,202
– – 0.04% 337
2016
Q2 		$14.7M Hold
2,504,202
– – 0.04% 357
2016
Q1 		$14M Sell
2,504,202
-37,662
-1% -$193K 0.04% 368
2015
Q4 		$13.6M Hold
2,541,864
– – 0.04% 375
2015
Q3 		$12.5M Sell
2,541,864
-2,417
-0.1% -$12.2K 0.04% 394
2015
Q2 		$12.5M Hold
2,544,281
– – 0.03% 444
2015
Q1 		$13.3M Hold
2,544,281
– – 0.04% 435
2014
Q4 		$12.6M Sell
2,544,281
-11,561
-0.5% -$55K 0.03% 468
2014
Q3 		$10.8M Hold
2,555,842
– – 0.03% 476
2014
Q2 		$11M Hold
2,555,842
– – 0.03% 490
2014
Q1 		$10.3M Hold
2,555,842
– – 0.03% 490
2013
Q4 		$8.82M Hold
2,555,842
– – 0.03% 503
2013
Q3 		$9.51M Hold
2,555,842
– – 0.03% 500
2013
Q2 		$10.2M Buy
+2,555,842
New +$10.5M 0.04% 473

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
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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

Loomis, Sayles & Company's AIV Position: Q3 2023 in Review

Loomis, Sayles & Company sold out of Aimco (AIV) in Q3 2023, closing a stake of 79 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in AIV in Q2 2013 and held it in 17 quarters. The position peaked at $15.3M in Q3 2016. 194 funds tracked by Wall St. Rank hold AIV as of Q3 2023.

  • Loomis, Sayles & Company reported no remaining Aimco position as of Q3 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 79 Aimco shares in Q3 2023, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Aimco in Q2 2013 and held it in 17 quarters.
  • Loomis, Sayles & Company's Aimco position peaked at $15.3M in Q3 2016.
  • 194 funds tracked by Wall St. Rank held Aimco as of Q3 2023.

Based on Loomis, Sayles & Company's 13F filing for Q3 2023, filed 9 Nov 2023.