Baystate Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

Baystate Wealth Management’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
2023 Q4	$7K	Buy	52 +36	+225%	+$4.58K	﹤0.01%	806
2023 Q3	$2.06K	Buy	16 +10	+167%	+$1.45K	﹤0.01%	800
2023 Q2	$917	Hold	6	–	–	﹤0.01%	940
2023 Q1	$912	Hold	6	–	–	﹤0.01%	939
2022 Q4	$1K	Hold	6	–	–	﹤0.01%	878
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	829
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	850
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	837
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	834
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	778
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	747
2021 Q1	$1K	Buy	+6	New	+$816	﹤0.01%	677

Other funds holding MAA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baystate Wealth Management's MAA Position: Q4 2023 in Review

Baystate Wealth Management increased its Mid-America Apartment Communities (MAA) stake by 225% in Q4 2023, buying an estimated $4.58K and bringing the position to 52 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Baystate Wealth Management first reported a position in MAA in Q1 2021 and has held it in 12 quarters since. 664 funds tracked by Wall St. Rank hold MAA as of Q4 2023.

Baystate Wealth Management held 52 shares of Mid-America Apartment Communities worth $7K as of Q4 2023.
Baystate Wealth Management bought 36 Mid-America Apartment Communities shares in Q4 2023, an estimated $4.58K.
Mid-America Apartment Communities made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #806 holding.
Baystate Wealth Management first reported a position in Mid-America Apartment Communities in Q1 2021 and has held it in 12 quarters since.
664 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.