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Morton Brown Family Wealth’s American International AIG Stock Holding History

Morton Brown Family Wealth’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-327
Closed -$19.1K – 294
2022
Q4 		$20.7K Buy
+327
New +$19K 0.01% 97
2022
Q1 		– Sell
-43
Closed -$2K – 143
2021
Q4 		$2K Buy
+43
New +$2.45K ﹤0.01% 157

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morton Brown Family Wealth's AIG Position: Q1 2023 in Review

Morton Brown Family Wealth sold out of American International (AIG) in Q1 2023, closing a stake of 327 shares — an estimated $19.1K sold.

Morton Brown Family Wealth first reported a position in AIG in Q4 2021 and held it in 2 quarters. The position peaked at $20.7K in Q4 2022. 895 funds tracked by Wall St. Rank hold AIG as of Q1 2023.

  • Morton Brown Family Wealth reported no remaining American International position as of Q1 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 327 American International shares in Q1 2023, an estimated $19.1K.
  • Morton Brown Family Wealth first reported a position in American International in Q4 2021 and held it in 2 quarters.
  • Morton Brown Family Wealth's American International position peaked at $20.7K in Q4 2022.
  • 895 funds tracked by Wall St. Rank held American International as of Q1 2023.

Based on Morton Brown Family Wealth's 13F filing for Q1 2023, filed 26 Apr 2023.