Aquila Investment Management’s AvalonBay Communities AVB Stock Holding History

Aquila Investment Management’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,000	Closed	-$562K	–	70
2023 Q4	$562K	Sell	3,000 -4,000	-57%	-$698K	0.49%	73
2023 Q3	$1.2M	Hold	7,000	–	–	1.11%	40
2023 Q2	$1.32M	Hold	7,000	–	–	1.08%	40
2023 Q1	$1.18M	Hold	7,000	–	–	0.97%	49
2022 Q4	$1.13M	Buy	+7,000	New	+$1.19M	0.88%	55

Other funds holding AVB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Aquila Investment Management's AVB Position: Q1 2024 in Review

Aquila Investment Management sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 3,000 shares — an estimated $562K sold.

Aquila Investment Management first reported a position in AVB in Q4 2022 and held it in 5 quarters. The position peaked at $1.32M in Q2 2023. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

Aquila Investment Management reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
Aquila Investment Management sold 3,000 AvalonBay Communities shares in Q1 2024, an estimated $562K.
Aquila Investment Management first reported a position in AvalonBay Communities in Q4 2022 and held it in 5 quarters.
Aquila Investment Management's AvalonBay Communities position peaked at $1.32M in Q2 2023.
704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on Aquila Investment Management's 13F filing for Q1 2024, filed 23 Apr 2024.