Cape Ann Savings Bank’s Mid-America Apartment Communities MAA Stock Holding History

Cape Ann Savings Bank’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
2024 Q2	–	Sell	-1,594	Closed	-$210K	–	88
2024 Q1	$210K	Sell	1,594 -1,567	-50%	-$204K	0.13%	82
2023 Q4	$399K	Sell	3,161 -143	-4%	-$18.2K	0.26%	62
2023 Q3	$425K	Sell	3,304 -35	-1%	-$5.06K	0.3%	62
2023 Q2	$507K	Buy	3,339 +80	+2%	+$12K	0.34%	56
2023 Q1	$492K	Sell	3,259 -43	-1%	-$6.82K	0.35%	60
2022 Q4	$518K	Buy	3,302 +280	+9%	+$43.6K	0.38%	58
2022 Q3	$469K	Buy	3,022 +1,385	+85%	+$238K	0.38%	60
2022 Q2	$286K	Buy	+1,637	New	+$304K	0.22%	73

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AAMU

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cape Ann Savings Bank's MAA Position: Q2 2024 in Review

Cape Ann Savings Bank sold out of Mid-America Apartment Communities (MAA) in Q2 2024, closing a stake of 1,594 shares — an estimated $210K sold.

Cape Ann Savings Bank first reported a position in MAA in Q2 2022 and held it in 8 quarters. The position peaked at $518K in Q4 2022. 680 funds tracked by Wall St. Rank hold MAA as of Q2 2024.

Cape Ann Savings Bank reported no remaining Mid-America Apartment Communities position as of Q2 2024 after selling out during the quarter.
Cape Ann Savings Bank sold 1,594 Mid-America Apartment Communities shares in Q2 2024, an estimated $210K.
Cape Ann Savings Bank first reported a position in Mid-America Apartment Communities in Q2 2022 and held it in 8 quarters.
Cape Ann Savings Bank's Mid-America Apartment Communities position peaked at $518K in Q4 2022.
680 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2024.

Based on Cape Ann Savings Bank's 13F filing for Q2 2024, filed 25 Jul 2024.