SIM
AIV

Sentry Investment Management’s Aimco AIV Stock Holding History

Sentry Investment 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
2020
Q3 		– Sell
-55,993
Closed -$281K – 428
2020
Q2 		$281K Buy
+55,993
New +$277K 0.02% 440
2017
Q3 		– Sell
-92,634
Closed -$530K – 501
2017
Q2 		$530K Buy
92,634
+976
+1% +$5.69K 0.02% 435
2017
Q1 		$542K Buy
91,658
+91,650
+1,145,625% +$546K 0.02% 436
2016
Q4 		$0 Hold
8
– – ﹤0.01% 517
2016
Q3 		$0 Hold
8
– – ﹤0.01% 515
2016
Q2 		$0 Hold
8
– – ﹤0.01% 511
2016
Q1 		$0 Hold
8
– – ﹤0.01% 512
2015
Q4 		$0 Sell
8
-31,753
-100% -$163K ﹤0.01% 509
2015
Q3 		$157K Hold
31,761
– – 0.01% 498
2015
Q2 		$156K Hold
31,761
– – 0.01% 525
2015
Q1 		$167K Hold
31,761
– – 0.01% 514
2014
Q4 		$157K Hold
31,761
– – 0.01% 508
2014
Q3 		$135K Sell
31,761
-3,911
-11% -$17.4K 0.01% 523
2014
Q2 		$153K Sell
35,672
-2,613
-7% -$10.8K 0.01% 520
2014
Q1 		$154K Hold
38,285
– – 0.01% 524
2013
Q4 		$132K Hold
38,285
– – 0.01% 523
2013
Q3 		$142K Sell
38,285
-15,764
-29% -$61.2K 0.01% 522
2013
Q2 		$216K Buy
+54,049
New +$221K 0.01% 470

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sentry Investment Management's AIV Position: Q3 2020 in Review

Sentry Investment Management sold out of Aimco (AIV) in Q3 2020, closing a stake of 55,993 shares — an estimated $281K sold.

Sentry Investment Management first reported a position in AIV in Q2 2013 and held it in 18 quarters. The position peaked at $542K in Q1 2017. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

  • Sentry Investment Management reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
  • Sentry Investment Management sold 55,993 Aimco shares in Q3 2020, an estimated $281K.
  • Sentry Investment Management first reported a position in Aimco in Q2 2013 and held it in 18 quarters.
  • Sentry Investment Management's Aimco position peaked at $542K in Q1 2017.
  • 315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Sentry Investment Management's 13F filing for Q3 2020, filed 5 Nov 2020.