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Oak Family Advisors’s American International AIG Stock Holding History

Oak Family Advisors’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
2024
Q1 		– Sell
-5,054
Closed -$342K – 120
2023
Q4 		$342K Sell
5,054
-26,100
-84% -$1.66M 0.14% 94
2023
Q3 		$1.89M Sell
31,154
-3,450
-10% -$206K 0.89% 38
2023
Q2 		$1.99M Hold
34,604
– – 0.94% 33
2023
Q1 		$1.74M Buy
+34,604
New +$2.02M 0.86% 34

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Oak Family Advisors's AIG Position: Q1 2024 in Review

Oak Family Advisors sold out of American International (AIG) in Q1 2024, closing a stake of 5,054 shares — an estimated $342K sold.

Oak Family Advisors first reported a position in AIG in Q1 2023 and held it in 4 quarters. The position peaked at $1.99M in Q2 2023. 1,022 funds tracked by Wall St. Rank hold AIG as of Q1 2024.

  • Oak Family Advisors reported no remaining American International position as of Q1 2024 after selling out during the quarter.
  • Oak Family Advisors sold 5,054 American International shares in Q1 2024, an estimated $342K.
  • Oak Family Advisors first reported a position in American International in Q1 2023 and held it in 4 quarters.
  • Oak Family Advisors's American International position peaked at $1.99M in Q2 2023.
  • 1,022 funds tracked by Wall St. Rank held American International as of Q1 2024.

Based on Oak Family Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.