SOAMC
AIV

Spirit of America Management Corp’s Aimco AIV Stock Holding History

Spirit of America Management Corp’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
Q4 		– Sell
-203,059
Closed -$912K – 229
2020
Q3 		$912K Sell
203,059
-37,534
-16% -$182K 0.25% 108
2020
Q2 		$1.21M Sell
240,593
-60,055
-20% -$298K 0.31% 83
2020
Q1 		$1.41M Hold
300,648
– – 0.45% 59
2019
Q4 		$2.07M Sell
300,648
-750
-0.2% -$5.3K 0.36% 65
2019
Q3 		$2.09M Sell
301,398
-16,515
-5% -$112K 0.34% 68
2019
Q2 		$2.12M Sell
317,913
-7,132
-2% -$47.7K 0.32% 71
2019
Q1 		$2.18M Buy
325,045
+151
+0% +$974 0.32% 65
2018
Q4 		$1.9M Sell
324,894
-29,277
-8% -$174K 0.3% 72
2018
Q3 		$2.08M Sell
354,171
-60,054
-14% -$346K 0.26% 80
2018
Q2 		$2.33M Sell
414,225
-18,767
-4% -$102K 0.29% 73
2018
Q1 		$2.35M Sell
432,992
-18,767
-4% -$101K 0.31% 68
2017
Q4 		$2.63M Hold
451,759
– – 0.29% 70
2017
Q3 		$2.64M Sell
451,759
-7,507
-2% -$44.8K 0.28% 71
2017
Q2 		$2.63M Sell
459,266
-8,258
-2% -$48.2K 0.28% 71
2017
Q1 		$2.76M Hold
467,524
– – 0.29% 70
2016
Q4 		$2.83M Sell
467,524
-18,767
-4% -$107K 0.33% 68
2016
Q3 		$2.97M Hold
486,291
– – 0.39% 62
2016
Q2 		$2.86M Sell
486,291
-84,451
-15% -$467K 0.42% 56
2016
Q1 		$3.18M Sell
570,742
-96,613
-14% -$495K 0.56% 48
2015
Q4 		$3.56M Sell
667,355
-252,979
-27% -$1.3M 0.68% 42
2015
Q3 		$4.54M Hold
920,334
– – 0.94% 28
2015
Q2 		$4.53M Hold
920,334
– – 0.87% 32
2015
Q1 		$4.83M Hold
920,334
– – 1.02% 21
2014
Q4 		$4.55M Hold
920,334
– – 1.16% 19
2014
Q3 		$3.9M Hold
920,334
– – 1.19% 16
2014
Q2 		$3.96M Hold
920,334
– – 1.58% 6
2014
Q1 		$3.71M Buy
920,334
+19,517
+2% +$74.9K 1.52% 7
2013
Q4 		$3.11M Buy
900,817
+337,807
+60% +$1.21M 2.46% 10
2013
Q3 		$2.1M Hold
563,010
– – 0.77% 35
2013
Q2 		$2.25M Buy
+563,010
New +$2.31M 0.81% 31

Other funds holding AIV

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spirit of America Management Corp's AIV Position: Q4 2020 in Review

Spirit of America Management Corp sold out of Aimco (AIV) in Q4 2020, closing a stake of 203,059 shares — an estimated $912K sold.

Spirit of America Management Corp first reported a position in AIV in Q2 2013 and held it in 30 quarters. The position peaked at $4.83M in Q1 2015. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Spirit of America Management Corp reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Spirit of America Management Corp sold 203,059 Aimco shares in Q4 2020, an estimated $912K.
  • Spirit of America Management Corp first reported a position in Aimco in Q2 2013 and held it in 30 quarters.
  • Spirit of America Management Corp's Aimco position peaked at $4.83M in Q1 2015.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Spirit of America Management Corp's 13F filing for Q4 2020, filed 19 Jan 2021.