WG
AIV

Winton Group’s Aimco AIV Stock Holding History

Winton 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
2020
Q3 		– Sell
-363,022
Closed -$1.82M – 1455
2020
Q2 		$1.82M Sell
363,022
-1,437,492
-80% -$7.12M 0.05% 699
2020
Q1 		$8.43M Sell
1,800,514
-1,128,528
-39% -$7.23M 0.22% 97
2019
Q4 		$20.2M Sell
2,929,042
-5,503,576
-65% -$38.9M 0.28% 46
2019
Q3 		$58.6M Buy
8,432,618
+2,016,830
+31% +$13.7M 0.69% 9
2019
Q2 		$42.8M Buy
6,415,788
+1,619,120
+34% +$10.8M 0.83% 13
2019
Q1 		$32.1M Buy
4,796,668
+517,339
+12% +$3.34M 0.65% 29
2018
Q4 		$25M Buy
4,279,329
+3,857,912
+915% +$22.9M 0.54% 41
2018
Q3 		$2.48M Sell
421,417
-649,474
-61% -$3.74M 0.05% 299
2018
Q2 		$6.03M Buy
+1,070,891
New +$5.82M 0.15% 252
2018
Q1 		– Sell
-701,991
Closed -$4.09M – 1123
2017
Q4 		$4.09M Buy
+701,991
New +$4.13M 0.12% 296
2017
Q3 		– Sell
-196,656
Closed -$1.13M – 639
2017
Q2 		$1.13M Buy
+196,656
New +$1.15M 0.03% 327
2016
Q4 		– Sell
-1,320,890
Closed -$8.08M – 440
2016
Q3 		$8.08M Buy
1,320,890
+151,525
+13% +$912K 0.14% 203
2016
Q2 		$6.88M Sell
1,169,365
-398,484
-25% -$2.21M 0.11% 216
2016
Q1 		$8.73M Sell
1,567,849
-2,844,583
-64% -$14.6M 0.09% 235
2015
Q4 		$23.5M Sell
4,412,432
-1,239,891
-22% -$6.38M 0.21% 182
2015
Q3 		$27.9M Sell
5,652,323
-44,073
-0.8% -$223K 0.22% 181
2015
Q2 		$28M Sell
5,696,396
-246,793
-4% -$1.25M 0.26% 149
2015
Q1 		$31.2M Buy
5,943,189
+3,915,886
+193% +$20.4M 0.25% 160
2014
Q4 		$10M Buy
+2,027,303
New +$9.65M 0.12% 260

Other funds holding AIV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's AIV Position: Q3 2020 in Review

Winton Group sold out of Aimco (AIV) in Q3 2020, closing a stake of 363,022 shares — an estimated $1.82M sold.

Winton Group first reported a position in AIV in Q4 2014 and held it in 19 quarters. The position peaked at $58.6M in Q3 2019. 315 funds tracked by Wall St. Rank hold AIV as of Q3 2020.

  • Winton Group reported no remaining Aimco position as of Q3 2020 after selling out during the quarter.
  • Winton Group sold 363,022 Aimco shares in Q3 2020, an estimated $1.82M.
  • Winton Group first reported a position in Aimco in Q4 2014 and held it in 19 quarters.
  • Winton Group's Aimco position peaked at $58.6M in Q3 2019.
  • 315 funds tracked by Wall St. Rank held Aimco as of Q3 2020.

Based on Winton Group's 13F filing for Q3 2020, filed 30 Oct 2020.