Kelman-Lazarov Inc’s Mid-America Apartment Communities MAA Stock Holding History

Kelman-Lazarov Inc’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
2021 Q3	–	Sell	-1,760	Closed	-$296K	–	84
2021 Q2	$296K	Sell	1,760 -60	-3%	-$9.56K	0.1%	67
2021 Q1	$263K	Sell	1,820 -955	-34%	-$130K	0.09%	72
2020 Q4	$352K	Hold	2,775	–	–	0.14%	58
2020 Q3	$322K	Sell	2,775 -1,000	-26%	-$115K	0.15%	58
2020 Q2	$433K	Sell	3,775 -836	-18%	-$94.2K	0.2%	43
2020 Q1	$475K	Sell	4,611 -2,384	-34%	-$310K	0.25%	42
2019 Q4	$922K	Sell	6,995 -275	-4%	-$36.8K	0.41%	39
2019 Q3	$945K	Sell	7,270 -767	-10%	-$95.3K	0.47%	38
2019 Q2	$946K	Sell	8,037 -1,050	-12%	-$118K	0.48%	37
2019 Q1	$993K	Sell	9,087 -950	-9%	-$97.7K	0.52%	38
2018 Q4	$961K	Sell	10,037 -1,590	-14%	-$158K	0.6%	40
2018 Q3	$1.17M	Sell	11,627 -13,085	-53%	-$1.32M	0.68%	39
2018 Q2	$2.49M	Sell	24,712 -4,554	-16%	-$425K	1.34%	23
2018 Q1	$2.67M	Sell	29,266 -535	-2%	-$48.4K	1.44%	21
2017 Q4	$3M	Sell	29,801 -869	-3%	-$90.2K	1.53%	19
2017 Q3	$3.28M	Sell	30,670 -787	-3%	-$82.6K	1.73%	15
2017 Q2	$3.31M	Sell	31,457 -1,275	-4%	-$131K	1.82%	15
2017 Q1	$3.33M	Sell	32,732 -738	-2%	-$73K	2.14%	13
2016 Q4	$3.28M	Sell	33,470 -405	-1%	-$37.3K	1.85%	13
2016 Q3	$3.07M	Sell	33,875 -576	-2%	-$57.5K	1.74%	16
2016 Q2	$3.7M	Sell	34,451 -375	-1%	-$37.7K	2.11%	10
2016 Q1	$3.57M	Buy	+34,826	New	+$3.23M	2.09%	10

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kelman-Lazarov Inc's MAA Position: Q3 2021 in Review

Kelman-Lazarov Inc sold out of Mid-America Apartment Communities (MAA) in Q3 2021, closing a stake of 1,760 shares — an estimated $296K sold.

Kelman-Lazarov Inc first reported a position in MAA in Q1 2016 and held it in 22 quarters. The position peaked at $3.7M in Q2 2016. 578 funds tracked by Wall St. Rank hold MAA as of Q3 2021.

Kelman-Lazarov Inc reported no remaining Mid-America Apartment Communities position as of Q3 2021 after selling out during the quarter.
Kelman-Lazarov Inc sold 1,760 Mid-America Apartment Communities shares in Q3 2021, an estimated $296K.
Kelman-Lazarov Inc first reported a position in Mid-America Apartment Communities in Q1 2016 and held it in 22 quarters.
Kelman-Lazarov Inc's Mid-America Apartment Communities position peaked at $3.7M in Q2 2016.
578 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2021.

Based on Kelman-Lazarov Inc's 13F filing for Q3 2021, filed 4 Nov 2021.