Pettee Investors’s Invitation Homes INVH Stock Holding History

Pettee Investors’s Portfolio INVH Stock Details INVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-21,400	Closed	-$723K	–	118
2022 Q3	$723K	Hold	21,400	–	–	0.39%	75
2022 Q2	$761K	Hold	21,400	–	–	0.38%	76
2022 Q1	$860K	Hold	21,400	–	–	0.38%	80
2021 Q4	$970K	Hold	21,400	–	–	0.41%	78
2021 Q3	$820K	Buy	+21,400	New	+$857K	0.38%	79

Other funds holding INVH

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

Pettee Investors's INVH Position: Q4 2022 in Review

Pettee Investors sold out of Invitation Homes (INVH) in Q4 2022, closing a stake of 21,400 shares — an estimated $723K sold.

Pettee Investors first reported a position in INVH in Q3 2021 and held it in 5 quarters. The position peaked at $970K in Q4 2021. 464 funds tracked by Wall St. Rank hold INVH as of Q4 2022.

Pettee Investors reported no remaining Invitation Homes position as of Q4 2022 after selling out during the quarter.
Pettee Investors sold 21,400 Invitation Homes shares in Q4 2022, an estimated $723K.
Pettee Investors first reported a position in Invitation Homes in Q3 2021 and held it in 5 quarters.
Pettee Investors's Invitation Homes position peaked at $970K in Q4 2021.
464 funds tracked by Wall St. Rank held Invitation Homes as of Q4 2022.

Based on Pettee Investors's 13F filing for Q4 2022, filed 25 Jan 2023.