Wellington Management Group
AIV

Wellington Management Group’s Aimco AIV Stock Holding History

Wellington Management 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
2023
Q4 		– Sell
-1,029,776
Closed -$7M – 1819
2023
Q3 		$7M Sell
1,029,776
-667,194
-39% -$5.31M ﹤0.01% 1200
2023
Q2 		$14.5M Buy
+1,696,970
New +$13.8M ﹤0.01% 1020
2019
Q4 		– Sell
-46,722
Closed -$325K – 2004
2019
Q3 		$325K Hold
46,722
– – ﹤0.01% 1939
2019
Q2 		$312K Sell
46,722
-1,564,433
-97% -$10.5M ﹤0.01% 1972
2019
Q1 		$10.8M Sell
1,611,155
-47,293
-3% -$305K ﹤0.01% 1188
2018
Q4 		$9.69M Buy
1,658,448
+126,842
+8% +$754K ﹤0.01% 1194
2018
Q3 		$9M Sell
1,531,606
-358,487
-19% -$2.06M ﹤0.01% 1316
2018
Q2 		$10.7M Buy
1,890,093
+93,895
+5% +$510K ﹤0.01% 1259
2018
Q1 		$9.75M Sell
1,796,198
-1,903,583
-51% -$10.2M ﹤0.01% 1277
2017
Q4 		$21.5M Sell
3,699,781
-10,650,639
-74% -$62.7M ﹤0.01% 1046
2017
Q3 		$83.8M Sell
14,350,420
-153,747
-1% -$918K 0.02% 607
2017
Q2 		$83M Sell
14,504,167
-579,795
-4% -$3.38M 0.02% 573
2017
Q1 		$89.1M Buy
15,083,962
+73,431
+0.5% +$438K 0.02% 549
2016
Q4 		$90.9M Buy
15,010,531
+4,818,963
+47% +$27.5M 0.02% 538
2016
Q3 		$62.3M Buy
10,191,568
+6,109,811
+150% +$36.8M 0.02% 629
2016
Q2 		$24M Buy
4,081,757
+2,555,226
+167% +$14.1M 0.01% 888
2016
Q1 		$8.5M Buy
1,526,531
+535,723
+54% +$2.74M ﹤0.01% 1198
2015
Q4 		$5.28M Sell
990,808
-637,666
-39% -$3.28M ﹤0.01% 1341
2015
Q3 		$8.03M Hold
1,628,474
– – ﹤0.01% 1238
2015
Q2 		$8.01M Buy
1,628,474
+118,533
+8% +$599K ﹤0.01% 1281
2015
Q1 		$7.92M Sell
1,509,941
-214,695
-12% -$1.12M ﹤0.01% 1310
2014
Q4 		$8.54M Sell
1,724,636
-329,278
-16% -$1.57M ﹤0.01% 1295
2014
Q3 		$8.71M Buy
2,053,914
+666,446
+48% +$2.97M ﹤0.01% 1287
2014
Q2 		$5.96M Buy
1,387,468
+318,589
+30% +$1.32M ﹤0.01% 1416
2014
Q1 		$4.3M Buy
1,068,879
+262,701
+33% +$1.01M ﹤0.01% 1504
2013
Q4 		$2.78M Sell
806,178
-1,568,922
-66% -$5.63M ﹤0.01% 1624
2013
Q3 		$8.84M Buy
2,375,100
+464,326
+24% +$1.8M ﹤0.01% 1250
2013
Q2 		$7.65M Buy
+1,910,774
New +$7.83M ﹤0.01% 1282

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group's AIV Position: Q4 2023 in Review

Wellington Management Group sold out of Aimco (AIV) in Q4 2023, closing a stake of 1,029,776 shares — an estimated $7M sold.

Wellington Management Group first reported a position in AIV in Q2 2013 and held it in 28 quarters. The position peaked at $90.9M in Q4 2016. 183 funds tracked by Wall St. Rank hold AIV as of Q4 2023.

  • Wellington Management Group reported no remaining Aimco position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 1,029,776 Aimco shares in Q4 2023, an estimated $7M.
  • Wellington Management Group first reported a position in Aimco in Q2 2013 and held it in 28 quarters.
  • Wellington Management Group's Aimco position peaked at $90.9M in Q4 2016.
  • 183 funds tracked by Wall St. Rank held Aimco as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.