PagnatoKarp Partners’s Aimco AIV Stock Holding History

PagnatoKarp Partners’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
2020 Q2	–	Sell	-105,944	Closed	-$496K	–	8
2020 Q1	$496K	Buy	105,944 +578	+0.5%	+$3.7K	0.12%	91
2019 Q4	$725K	Hold	105,366	–	–	0.13%	79
2019 Q3	$732K	Hold	105,366	–	–	0.15%	78
2019 Q2	$703K	Hold	105,366	–	–	0.15%	72
2019 Q1	$706K	Buy	105,366 +8	+0%	+$52	0.16%	73
2018 Q4	$616K	Hold	105,358	–	–	0.13%	75
2018 Q3	$619K	Buy	105,358 +263	+0.3%	+$1.51K	0.18%	75
2018 Q2	$592K	Sell	105,095 -135	-0.1%	-$733	0.19%	74
2018 Q1	$571K	Hold	105,230	–	–	0.24%	70
2017 Q4	$613K	Hold	105,230	–	–	0.18%	74
2017 Q3	$615K	Sell	105,230 -38	-0%	-$227	0.16%	74
2017 Q2	$603K	Sell	105,268 -98	-0.1%	-$572	0.18%	71
2017 Q1	$623K	Buy	105,366 +98	+0.1%	+$584	0.18%	65
2016 Q4	$637K	Buy	+105,268	New	+$601K	0.19%	63

Other funds holding AIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PagnatoKarp Partners's AIV Position: Q2 2020 in Review

PagnatoKarp Partners sold out of Aimco (AIV) in Q2 2020, closing a stake of 105,944 shares — an estimated $496K sold.

PagnatoKarp Partners first reported a position in AIV in Q4 2016 and held it in 14 quarters. The position peaked at $732K in Q3 2019. 331 funds tracked by Wall St. Rank hold AIV as of Q2 2020.

PagnatoKarp Partners reported no remaining Aimco position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 105,944 Aimco shares in Q2 2020, an estimated $496K.
PagnatoKarp Partners first reported a position in Aimco in Q4 2016 and held it in 14 quarters.
PagnatoKarp Partners's Aimco position peaked at $732K in Q3 2019.
331 funds tracked by Wall St. Rank held Aimco as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.