SAM
AIV

Shell Asset Management’s Aimco AIV Stock Holding History

Shell 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
-13,263
Closed -$70K – 1449
2020
Q4 		$70K Sell
13,263
-90,233
-87% -$401K ﹤0.01% 1319
2020
Q3 		$465K Hold
103,496
– – 0.01% 716
2020
Q2 		$519K Sell
103,496
-1,126
-1% -$5.58K 0.01% 647
2020
Q1 		$490K Sell
104,622
-1,599
-2% -$10.2K 0.01% 675
2019
Q4 		$731K Sell
106,221
-3,003
-3% -$21.2K 0.02% 692
2019
Q3 		$759K Buy
+109,224
New +$740K 0.02% 667

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Shell Asset Management's AIV Position: Q1 2021 in Review

Shell Asset Management sold out of Aimco (AIV) in Q1 2021, closing a stake of 13,263 shares — an estimated $70K sold.

Shell Asset Management first reported a position in AIV in Q3 2019 and held it in 6 quarters. The position peaked at $759K in Q3 2019. 236 funds tracked by Wall St. Rank hold AIV as of Q1 2021.

  • Shell Asset Management reported no remaining Aimco position as of Q1 2021 after selling out during the quarter.
  • Shell Asset Management sold 13,263 Aimco shares in Q1 2021, an estimated $70K.
  • Shell Asset Management first reported a position in Aimco in Q3 2019 and held it in 6 quarters.
  • Shell Asset Management's Aimco position peaked at $759K in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Aimco as of Q1 2021.

Based on Shell Asset Management's 13F filing for Q1 2021, filed 10 May 2021.