Daniel L. Goodwin’s AvalonBay Communities AVB Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$435K	Hold	2,533	–	–	0.21%	51
2023 Q2	$479K	Sell	2,533 -700	-22%	-$125K	0.23%	50
2023 Q1	$543K	Hold	3,233	–	–	0.27%	49
2022 Q4	$522K	Hold	3,233	–	–	0.26%	49
2022 Q3	$594K	Hold	3,233	–	–	0.34%	39
2022 Q2	$626K	Buy	3,233 +3	+0.1%	+$650	0.34%	39
2022 Q1	$802K	Hold	3,230	–	–	0.35%	37
2021 Q4	$815K	Hold	3,230	–	–	0.36%	40
2021 Q3	$716K	Hold	3,230	–	–	0.33%	43
2021 Q2	$674K	Hold	3,230	–	–	0.32%	52
2021 Q1	$595K	Hold	3,230	–	–	0.31%	56
2020 Q4	$519K	Sell	3,230 -100	-3%	-$15.9K	0.31%	57
2020 Q3	$497K	Hold	3,330	–	–	0.35%	55
2020 Q2	$514K	Buy	3,330 +1,300	+64%	+$206K	0.32%	55
2020 Q1	$299K	Buy	+2,030	New	+$409K	0.24%	67

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

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Daniel L. Goodwin's AVB Position: Q3 2023 in Review

Daniel L. Goodwin held its AvalonBay Communities (AVB) position steady in Q3 2023 at 2,533 shares worth $435K. The position accounts for 0.21% of the portfolio, ranked #51.

Daniel L. Goodwin first reported a position in AVB in Q1 2020 and has held it in 15 quarters since. The position peaked at $815K in Q4 2021. 645 funds tracked by Wall St. Rank hold AVB as of Q3 2023.

Daniel L. Goodwin held 2,533 shares of AvalonBay Communities worth $435K as of Q3 2023.
Daniel L. Goodwin left its AvalonBay Communities share count unchanged in Q3 2023.
AvalonBay Communities made up 0.21% of Daniel L. Goodwin's portfolio in Q3 2023, its #51 holding.
Daniel L. Goodwin first reported a position in AvalonBay Communities in Q1 2020 and has held it in 15 quarters since.
Daniel L. Goodwin's AvalonBay Communities position peaked at $815K in Q4 2021.
645 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.