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Mutual of America Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Mutual of America Capital Management’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,570
Closed -$73K – 1521
2022
Q3 		$73K Buy
6,570
+1,029
+19% +$16K ﹤0.01% 1569
2022
Q2 		$81K Buy
5,541
+1,049
+23% +$17.7K ﹤0.01% 1545
2022
Q1 		$102K Buy
4,492
+233
+5% +$5.73K ﹤0.01% 1514
2021
Q4 		$118K Buy
4,259
+396
+10% +$12.3K ﹤0.01% 1492
2021
Q3 		$122K Sell
3,863
-175
-4% -$5.68K ﹤0.01% 1478
2021
Q2 		$157K Buy
4,038
+955
+31% +$36.2K ﹤0.01% 1455
2021
Q1 		$124K Buy
3,083
+824
+36% +$31.1K ﹤0.01% 1486
2020
Q4 		$76K Buy
2,259
+75
+3% +$2.32K ﹤0.01% 1545
2020
Q3 		$59K Buy
2,184
+1,293
+145% +$39.9K ﹤0.01% 1523
2020
Q2 		$33K Buy
891
+191
+27% +$6.57K ﹤0.01% 1440
2020
Q1 		$24K Buy
700
+195
+39% +$28.6K ﹤0.01% 1452
2019
Q4 		$84K Sell
505
-24
-5% -$3.85K ﹤0.01% 1230
2019
Q3 		$81K Buy
529
+68
+15% +$10.8K ﹤0.01% 1233
2019
Q2 		$74K Buy
461
+96
+26% +$15.5K ﹤0.01% 1246
2019
Q1 		$58K Buy
365
+87
+31% +$13.8K ﹤0.01% 1252
2018
Q4 		$40K Buy
278
+66
+31% +$9.98K ﹤0.01% 1286
2018
Q3 		$34K Buy
212
+171
+417% +$27.6K ﹤0.01% 1331
2018
Q2 		$7K Buy
+41
New +$6.65K ﹤0.01% 1300

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual of America Capital Management's IVR Position: Q4 2022 in Review

Mutual of America Capital Management sold out of Invesco Mortgage Capital (IVR) in Q4 2022, closing a stake of 6,570 shares — an estimated $73K sold.

Mutual of America Capital Management first reported a position in IVR in Q2 2018 and held it in 18 quarters. The position peaked at $157K in Q2 2021. 125 funds tracked by Wall St. Rank hold IVR as of Q4 2022.

  • Mutual of America Capital Management reported no remaining Invesco Mortgage Capital position as of Q4 2022 after selling out during the quarter.
  • Mutual of America Capital Management sold 6,570 Invesco Mortgage Capital shares in Q4 2022, an estimated $73K.
  • Mutual of America Capital Management first reported a position in Invesco Mortgage Capital in Q2 2018 and held it in 18 quarters.
  • Mutual of America Capital Management's Invesco Mortgage Capital position peaked at $157K in Q2 2021.
  • 125 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2022.

Based on Mutual of America Capital Management's 13F filing for Q4 2022, filed 10 Feb 2023.