Ray Dalio’s Aimco AIV Stock Holding History

Ray Dalio’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
2019 Q3	–	Sell	-74,047	Closed	-$494K	–	335
2019 Q2	$494K	Buy	+74,047	New	+$495K	﹤0.01%	263
2019 Q1	–	Sell	-318,604	Closed	-$1.86M	–	311
2018 Q4	$1.86M	Buy	+318,604	New	+$1.89M	0.02%	250
2018 Q2	–	Sell	-144,161	Closed	-$783K	–	466
2018 Q1	$783K	Sell	144,161 -37,001	-20%	-$198K	0.01%	330
2017 Q4	$1.05M	Buy	181,162 +75,354	+71%	+$444K	0.01%	189
2017 Q3	$618K	Sell	105,808 -41,903	-28%	-$250K	﹤0.01%	242
2017 Q2	$846K	Buy	+147,711	New	+$861K	0.01%	223
2013 Q3	–	Sell	-56,811	Closed	-$227K	–	316
2013 Q2	$227K	Buy	+56,811	New	+$233K	﹤0.01%	313

Other funds holding AIV

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ray Dalio's AIV Position: Q3 2019 in Review

Ray Dalio sold out of Aimco (AIV) in Q3 2019, closing a stake of 74,047 shares — an estimated $494K sold.

Ray Dalio first reported a position in AIV in Q2 2013 and held it in 7 quarters. The position peaked at $1.86M in Q4 2018. 364 funds tracked by Wall St. Rank hold AIV as of Q3 2019.

Ray Dalio reported no remaining Aimco position as of Q3 2019 after selling out during the quarter.
Ray Dalio sold 74,047 Aimco shares in Q3 2019, an estimated $494K.
Ray Dalio first reported a position in Aimco in Q2 2013 and held it in 7 quarters.
Ray Dalio's Aimco position peaked at $1.86M in Q4 2018.
364 funds tracked by Wall St. Rank held Aimco as of Q3 2019.

Based on Bridgewater Associates's 13F filing for Q3 2019, filed 13 Nov 2019.