Simplicity Solutions’s Aimco AIV Stock Holding History

Simplicity Solutions’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
2023 Q4	$564K	Sell	72,026 -575	-0.8%	-$3.88K	0.02%	624
2023 Q3	$494K	Sell	72,601 -2,527	-3%	-$20.1K	0.02%	601
2023 Q2	$640K	Buy	75,128 +248	+0.3%	+$2.02K	0.02%	589
2023 Q1	$576K	Buy	+74,880	New	+$558K	0.02%	652
2020 Q2	–	Sell	-54,965	Closed	-$257K	–	875
2020 Q1	$257K	Sell	54,965 -8,062	-13%	-$51.6K	0.01%	635
2019 Q4	$434K	Buy	63,027 +7,011	+13%	+$49.5K	0.01%	577
2019 Q3	$389K	Buy	56,016 +3,641	+7%	+$24.7K	0.02%	473
2019 Q2	$350K	Buy	52,375 +21,672	+71%	+$145K	0.02%	448
2019 Q1	$206K	Buy	+30,703	New	+$198K	0.01%	679

Other funds holding AIV

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

LPC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

ICM

Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return

Simplicity Solutions's AIV Position: Q4 2023 in Review

Simplicity Solutions reduced its Aimco (AIV) stake by 0.79% in Q4 2023, selling an estimated $3.88K and leaving 72,026 shares worth $564K. The position accounts for 0.02% of the portfolio, ranked #624.

Simplicity Solutions first reported a position in AIV in Q1 2019 and has held it in 9 quarters since. The position peaked at $640K in Q2 2023. 183 funds tracked by Wall St. Rank hold AIV as of Q4 2023.

Simplicity Solutions held 72,026 shares of Aimco worth $564K as of Q4 2023.
Simplicity Solutions sold 575 Aimco shares in Q4 2023, an estimated $3.88K.
Aimco made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #624 holding.
Simplicity Solutions first reported a position in Aimco in Q1 2019 and has held it in 9 quarters since.
Simplicity Solutions's Aimco position peaked at $640K in Q2 2023.
183 funds tracked by Wall St. Rank held Aimco as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.