MWNA
AIV

Marshall Wace North America’s Aimco AIV Stock Holding History

Marshall Wace North America’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
Q3 		– Sell
-1,413,171
Closed -$9.48M – 1400
2021
Q2 		$9.48M Sell
1,413,171
-429,903
-23% -$2.96M 0.04% 384
2021
Q1 		$11.3M Buy
1,843,074
+1,360,080
+282% +$6.89M 0.05% 369
2020
Q4 		$2.55M Buy
+482,994
New +$2.14M 0.01% 695
2019
Q2 		– Sell
-18,016
Closed -$121K – 1114
2019
Q1 		$121K Sell
18,016
-68,447
-79% -$441K ﹤0.01% 1083
2018
Q4 		$506K Buy
+86,463
New +$514K ﹤0.01% 773
2018
Q3 		– Sell
-238,589
Closed -$1.34M – 898
2018
Q2 		$1.34M Buy
238,589
+83,281
+54% +$452K 0.01% 867
2018
Q1 		$843K Buy
+155,308
New +$832K ﹤0.01% 1041
2017
Q2 		– Sell
-147,411
Closed -$864K – 1275
2017
Q1 		$864K Buy
+147,411
New +$879K 0.01% 728
2013
Q4 		$861K Buy
+249,526
New +$895K 0.02% 451

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return