SBSB
AIV

Sullivan, Bruyette, Speros & Blaney’s Aimco AIV Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
-24,292
Closed -$109K – 399
2020
Q3 		$109K Sell
24,292
-2,297
-9% -$11.1K 0.01% 332
2020
Q2 		$133K Hold
26,589
– – 0.01% 284
2020
Q1 		$125K Hold
26,589
– – 0.01% 270
2019
Q4 		$183K Hold
26,589
– – 0.01% 263
2019
Q3 		$185K Buy
+26,589
New +$180K 0.01% 249

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 $5.72T AUM 30.48% 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 $187B AUM 18.48% 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 $2.9T AUM 29.55% 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

Sullivan, Bruyette, Speros & Blaney's AIV Position: Q4 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of Aimco (AIV) in Q4 2020, closing a stake of 24,292 shares — an estimated $109K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in AIV in Q3 2019 and held it in 5 quarters. The position peaked at $185K in Q3 2019. 263 funds tracked by Wall St. Rank hold AIV as of Q4 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining Aimco position as of Q4 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 24,292 Aimco shares in Q4 2020, an estimated $109K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Aimco in Q3 2019 and held it in 5 quarters.
  • Sullivan, Bruyette, Speros & Blaney's Aimco position peaked at $185K in Q3 2019.
  • 263 funds tracked by Wall St. Rank held Aimco as of Q4 2020.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q4 2020, filed 12 Feb 2021.