Avalon Investment & Advisory’s Mid-America Apartment Communities MAA Stock Holding History

Avalon Investment & Advisory’s Portfolio MAA Stock Details MAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12,193	Closed	-$1.54M	–	361
2020 Q4	$1.54M	Buy	+12,193	New	+$1.5M	0.03%	218
2016 Q4	–	Sell	-134,959	Closed	-$12.7M	–	342
2016 Q3	$12.7M	Sell	134,959 -19,216	-12%	-$1.92M	0.48%	72
2016 Q2	$16.4M	Buy	154,175 +13,873	+10%	+$1.39M	0.63%	58
2016 Q1	$14.3M	Buy	140,302 +4,128	+3%	+$383K	0.62%	61
2015 Q4	$12.4M	Buy	+136,174	New	+$11.8M	0.53%	78

Other funds holding MAA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avalon Investment & Advisory's MAA Position: Q1 2021 in Review

Avalon Investment & Advisory sold out of Mid-America Apartment Communities (MAA) in Q1 2021, closing a stake of 12,193 shares — an estimated $1.54M sold.

Avalon Investment & Advisory first reported a position in MAA in Q4 2015 and held it in 5 quarters. The position peaked at $16.4M in Q2 2016. 544 funds tracked by Wall St. Rank hold MAA as of Q1 2021.

Avalon Investment & Advisory reported no remaining Mid-America Apartment Communities position as of Q1 2021 after selling out during the quarter.
Avalon Investment & Advisory sold 12,193 Mid-America Apartment Communities shares in Q1 2021, an estimated $1.54M.
Avalon Investment & Advisory first reported a position in Mid-America Apartment Communities in Q4 2015 and held it in 5 quarters.
Avalon Investment & Advisory's Mid-America Apartment Communities position peaked at $16.4M in Q2 2016.
544 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2021.

Based on Avalon Investment & Advisory's 13F filing for Q1 2021, filed 13 May 2021.