AIG β€” AMERICAN INTL GROUP INC

Ownership history in Transform Wealth, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in AMERICAN INTL GROUP INC (AIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.88% (2024 Q1)
πŸ“Š Avg. % of fund
0.56%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2024 Q4
⏱ Quarters held
4

Position Intelligence

Transform Wealth, LLC Γ— AIG AI Analytics

πŸ“‰ Transform Wealth, LLC underperformed the S&P 500 by –18.2% annually on this AIG position. Average cost basis: $71.31. Maximum drawdown during holding period: –0.9%.

πŸ“ˆ Position Alpha vs SPY
-18.2%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.2% ann.
2 quarters analyzed

πŸ’° Entry Quality
$71.31
-0.6% vs current ($70.86)

Best entry: $70.88 (2024 Q3)  Β·  Worst: $71.47 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–0.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AIG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 3,987 -125,827 -96.9% 0.02% $290K $70.86
2024 Q3 ADDED 129,814 +2,985 +2.4% 0.63% $9.5M $70.88
2024 Q2 ADDED 126,829 +8,010 +6.7% 0.71% $9.4M $71.47
2024 Q1 INITIATED 118,819 β€” β€” 0.88% $9.3M β€”
← Back to Transform Wealth, LLC Holdings