SSG
AIV

Summit Securities Group’s Aimco AIV Stock Holding History

Summit Securities Group’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
2024
Q1 		– Sell
-4
Closed – – 431
2023
Q4 		$0 Sell
4
-18,000
-100% -$122K ﹤0.01% 648
2023
Q3 		$122K Buy
18,004
+16,000
+798% +$127K 0.01% 202
2023
Q2 		$17K Buy
2,004
+2,000
+50,000% +$16.3K ﹤0.01% 666
2023
Q1 		$0 Hold
4
– – ﹤0.01% 783
2022
Q4 		$0 Hold
4
– – ﹤0.01% 1136
2022
Q3 		$0 Hold
4
– – ﹤0.01% 908
2022
Q2 		$0 Hold
4
– – ﹤0.01% 930
2022
Q1 		$0 Buy
+4
New +$28 ﹤0.01% 1081
2014
Q4 		– Sell
-7,664
Closed -$32K – 597
2014
Q3 		$32K Buy
+7,664
New +$34.1K 0.01% 446

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
State Street
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's AIV Position: Q1 2024 in Review

Summit Securities Group sold out of Aimco (AIV) in Q1 2024, closing a stake of 4 shares.

Summit Securities Group first reported a position in AIV in Q3 2014 and held it in 9 quarters. The position peaked at $122K in Q3 2023. 177 funds tracked by Wall St. Rank hold AIV as of Q1 2024.

  • Summit Securities Group reported no remaining Aimco position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 4 Aimco shares in Q1 2024.
  • Summit Securities Group first reported a position in Aimco in Q3 2014 and held it in 9 quarters.
  • Summit Securities Group's Aimco position peaked at $122K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Aimco as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.