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Mirabella Financial Services’s Invitation Homes INVH Stock Holding History

Mirabella Financial Services’s Portfolio INVH Stock Details INVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,619
Closed -$527K – 501
2023
Q3 		$527K Sell
16,619
-9,533
-36% -$328K 0.07% 218
2023
Q2 		$900K Buy
26,152
+18,110
+225% +$605K 0.1% 222
2023
Q1 		$251K Buy
+8,042
New +$252K 0.04% 317
2022
Q3 		– Sell
-8,398
Closed -$299K – 449
2022
Q2 		$299K Buy
+8,398
New +$320K 0.03% 328

Other funds holding INVH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's INVH Position: Q4 2023 in Review

Mirabella Financial Services sold out of Invitation Homes (INVH) in Q4 2023, closing a stake of 16,619 shares — an estimated $527K sold.

Mirabella Financial Services first reported a position in INVH in Q2 2022 and held it in 4 quarters. The position peaked at $900K in Q2 2023. 523 funds tracked by Wall St. Rank hold INVH as of Q4 2023.

  • Mirabella Financial Services reported no remaining Invitation Homes position as of Q4 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 16,619 Invitation Homes shares in Q4 2023, an estimated $527K.
  • Mirabella Financial Services first reported a position in Invitation Homes in Q2 2022 and held it in 4 quarters.
  • Mirabella Financial Services's Invitation Homes position peaked at $900K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2023.

Based on Mirabella Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.