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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lockerman Financial Group's MAA Position: Q1 2024 in Review

Lockerman Financial Group sold out of Mid-America Apartment Communities (MAA) in Q1 2024, closing a stake of 2,490 shares — an estimated $335K sold.

Lockerman Financial Group first reported a position in MAA in Q4 2021 and held it in 9 quarters. The position peaked at $571K in Q4 2021. 644 funds tracked by Wall St. Rank hold MAA as of Q1 2024.

  • Lockerman Financial Group reported no remaining Mid-America Apartment Communities position as of Q1 2024 after selling out during the quarter.
  • Lockerman Financial Group sold 2,490 Mid-America Apartment Communities shares in Q1 2024, an estimated $335K.
  • Lockerman Financial Group first reported a position in Mid-America Apartment Communities in Q4 2021 and held it in 9 quarters.
  • Lockerman Financial Group's Mid-America Apartment Communities position peaked at $571K in Q4 2021.
  • 644 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2024.

Based on Lockerman Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.