Carmichael Hill & Associates’s AvalonBay Communities AVB Stock Holding History

Carmichael Hill & Associates’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 Q3	$4.5K	Hold	20	–	–	﹤0.01%	666
2024 Q2	$4.14K	Hold	20	–	–	﹤0.01%	655
2024 Q1	$3.71K	Hold	20	–	–	﹤0.01%	651
2023 Q4	$3.75K	Hold	20	–	–	﹤0.01%	665
2023 Q3	$3.44K	Hold	20	–	–	﹤0.01%	669
2023 Q2	$3.79K	Hold	20	–	–	﹤0.01%	659
2023 Q1	$3.36K	Hold	20	–	–	﹤0.01%	663
2022 Q4	$3.23K	Hold	20	–	–	﹤0.01%	657
2022 Q3	$4K	Hold	20	–	–	﹤0.01%	676
2022 Q2	$4K	Hold	20	–	–	﹤0.01%	670
2022 Q1	$5K	Hold	20	–	–	﹤0.01%	678
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	697
2021 Q3	$4K	Hold	20	–	–	﹤0.01%	703
2021 Q2	$4K	Hold	20	–	–	﹤0.01%	684
2021 Q1	$4K	Hold	20	–	–	﹤0.01%	664
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	660
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	623
2020 Q2	$3K	Buy	+20	New	+$3.16K	﹤0.01%	590

Other funds holding AVB

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Carmichael Hill & Associates's AVB Position: Q3 2024 in Review

Carmichael Hill & Associates held its AvalonBay Communities (AVB) position steady in Q3 2024 at 20 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Carmichael Hill & Associates first reported a position in AVB in Q2 2020 and has held it in 18 quarters since. The position peaked at $5K in Q1 2022. 737 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

Carmichael Hill & Associates held 20 shares of AvalonBay Communities worth $4.5K as of Q3 2024.
Carmichael Hill & Associates left its AvalonBay Communities share count unchanged in Q3 2024.
AvalonBay Communities made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #666 holding.
Carmichael Hill & Associates first reported a position in AvalonBay Communities in Q2 2020 and has held it in 18 quarters since.
Carmichael Hill & Associates's AvalonBay Communities position peaked at $5K in Q1 2022.
737 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.