Strategy Asset Managers’s Aimco AIV Stock Holding History

Strategy Asset Managers’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	-119,013	Closed	-$597K	–	225
2020 Q2	$597K	Buy	119,013 +1,209	+1%	+$5.99K	0.16%	107
2020 Q1	$551K	Sell	117,804 -30,853	-21%	-$198K	0.18%	95
2019 Q4	$1.02M	Buy	148,657 +51,189	+53%	+$362K	0.25%	70
2019 Q3	$677K	Buy	+97,468	New	+$660K	0.2%	86

Other funds holding AIV

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 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

Strategy Asset Managers's AIV Position: Q3 2020 in Review

Strategy Asset Managers sold out of Aimco (AIV) in Q3 2020, closing a stake of 119,013 shares — an estimated $597K sold.

Strategy Asset Managers first reported a position in AIV in Q3 2019 and held it in 4 quarters. The position peaked at $1.02M in Q4 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

Strategy Asset Managers reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
Strategy Asset Managers sold 119,013 Aimco shares in Q3 2020, an estimated $597K.
Strategy Asset Managers first reported a position in Aimco in Q3 2019 and held it in 4 quarters.
Strategy Asset Managers's Aimco position peaked at $1.02M in Q4 2019.
315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Strategy Asset Managers's 13F filing for Q3 2020, filed 3 Nov 2020.