OAM
AIV

Optimal Asset Management’s Aimco AIV Stock Holding History

Optimal Asset Management’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
Q1 		– Sell
-19,220
Closed -$101K – 351
2020
Q4 		$101K Sell
19,220
-125,856
-87% -$559K 0.01% 393
2020
Q3 		$652K Sell
145,076
-98,760
-41% -$479K 0.09% 306
2020
Q2 		$1.22M Sell
243,836
-153,154
-39% -$759K 0.2% 169
2020
Q1 		$1.86K Buy
396,990
+210,926
+113% +$1.35M 0.17% 200
2019
Q4 		$1.28M Buy
+186,064
New +$1.31M 0.19% 196

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return