Ergoteles’s Mid-America Apartment Communities MAA Stock Holding History

Ergoteles’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 Q1	–	Sell	-12,688	Closed	-$1.99M	–	1544
2022 Q4	$1.99M	Sell	12,688 -15,484	-55%	-$2.41M	0.07%	281
2022 Q3	$4.37M	Buy	28,172 +15,027	+114%	+$2.59M	0.15%	144
2022 Q2	$2.3M	Buy	13,145 +6,660	+103%	+$1.24M	0.07%	282
2022 Q1	$1.36M	Buy	6,485 +1,051	+19%	+$220K	0.05%	350
2021 Q4	$1.25M	Buy	+5,434	New	+$1.12M	0.05%	360
2021 Q1	–	Sell	-3,203	Closed	-$406K	–	953
2020 Q4	$406K	Buy	+3,203	New	+$395K	0.01%	486

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Norges Bank Oslo, Norway $1T AUM

AAMU

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ergoteles's MAA Position: Q1 2023 in Review

Ergoteles sold out of Mid-America Apartment Communities (MAA) in Q1 2023, closing a stake of 12,688 shares — an estimated $1.99M sold.

Ergoteles first reported a position in MAA in Q4 2020 and held it in 6 quarters. The position peaked at $4.37M in Q3 2022. 654 funds tracked by Wall St. Rank hold MAA as of Q1 2023.

Ergoteles reported no remaining Mid-America Apartment Communities position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 12,688 Mid-America Apartment Communities shares in Q1 2023, an estimated $1.99M.
Ergoteles first reported a position in Mid-America Apartment Communities in Q4 2020 and held it in 6 quarters.
Ergoteles's Mid-America Apartment Communities position peaked at $4.37M in Q3 2022.
654 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.