LFG
MAA icon

Lockerman Financial Group’s Mid-America Apartment Communities MAA Stock Holding History

Lockerman Financial Group’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
Q1 		– Sell
-2,490
Closed -$335K – 112
2023
Q4 		$335K Hold
2,490
– – 0.77% 40
2023
Q3 		$320K Hold
2,490
– – 0.86% 41
2023
Q2 		$378K Sell
2,490
-46
-2% -$6.91K 1.05% 27
2023
Q1 		$383K Sell
2,536
-30
-1% -$4.76K 1.05% 26
2022
Q4 		$403K Buy
2,566
+21
+0.8% +$3.27K 1.18% 26
2022
Q3 		$395K Buy
2,545
+23
+0.9% +$3.96K 1.14% 24
2022
Q2 		$441K Buy
2,522
+32
+1% +$5.95K 1.41% 17
2022
Q1 		$522K Hold
2,490
– – 1.41% 14
2021
Q4 		$571K Buy
+2,490
New +$515K 1.49% 15

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return