UOC
AIV

UBS O'Connor’s Aimco AIV Stock Holding History

UBS O'Connor’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
Q4 		– Sell
-206,259
Closed -$1.86M – 426
2024
Q3 		$1.86M Sell
206,259
-79,316
-28% -$705K 0.05% 186
2024
Q2 		$2.37M Buy
285,575
+92,375
+48% +$745K 0.07% 172
2024
Q1 		$1.58M Buy
193,200
+116,050
+150% +$886K 0.05% 223
2023
Q4 		$604K Buy
+77,150
New +$521K 0.02% 329
2020
Q3 		– Sell
-891,808
Closed -$4.47M – 326
2020
Q2 		$4.47M Buy
891,808
+683,870
+329% +$3.39M 0.1% 166
2020
Q1 		$974K Buy
+207,938
New +$1.33M 0.02% 223
2018
Q4 		– Sell
-76,382
Closed -$449K – 235
2018
Q3 		$449K Sell
76,382
-154,828
-67% -$891K 0.01% 246
2018
Q2 		$1.3M Buy
231,210
+111,574
+93% +$606K 0.03% 188
2018
Q1 		$649K Buy
+119,636
New +$641K 0.01% 253
2013
Q3 		– Sell
-1,738,974
Closed -$6.96M – 422
2013
Q2 		$6.96M Buy
+1,738,974
New +$7.12M 0.13% 203

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS O'Connor's AIV Position: Q4 2024 in Review

UBS O'Connor sold out of Aimco (AIV) in Q4 2024, closing a stake of 206,259 shares — an estimated $1.86M sold.

UBS O'Connor first reported a position in AIV in Q2 2013 and held it in 10 quarters. The position peaked at $6.96M in Q2 2013. 201 funds tracked by Wall St. Rank hold AIV as of Q4 2024.

  • UBS O'Connor reported no remaining Aimco position as of Q4 2024 after selling out during the quarter.
  • UBS O'Connor sold 206,259 Aimco shares in Q4 2024, an estimated $1.86M.
  • UBS O'Connor first reported a position in Aimco in Q2 2013 and held it in 10 quarters.
  • UBS O'Connor's Aimco position peaked at $6.96M in Q2 2013.
  • 201 funds tracked by Wall St. Rank held Aimco as of Q4 2024.

Based on UBS O'Connor's 13F filing for Q4 2024, filed 14 Feb 2025.