Lockheed Martin Investment Management’s AvalonBay Communities AVB Stock Holding History

Lockheed Martin Investment Management’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
2024 Q3	–	Sell	-4,400	Closed	-$910K	–	110
2024 Q2	$910K	Sell	4,400 -2,710	-38%	-$524K	0.05%	104
2024 Q1	$1.3M	Sell	7,110 -2,200	-24%	-$396K	0.09%	101
2023 Q4	$1.72M	Sell	9,310 -2,500	-21%	-$436K	0.12%	89
2023 Q3	$2.07M	Hold	11,810	–	–	0.16%	79
2023 Q2	$2.24M	Buy	11,810 +1,300	+12%	+$232K	0.13%	75
2023 Q1	$1.77M	Hold	10,510	–	–	0.1%	88
2022 Q4	$1.7M	Buy	10,510 +1,200	+13%	+$204K	0.11%	89
2022 Q3	$1.71M	Sell	9,310 -6,500	-41%	-$1.31M	0.14%	82
2022 Q2	$3.07M	Sell	15,810 -3,860	-20%	-$836K	0.21%	75
2022 Q1	$4.88M	Buy	19,670 +3,600	+22%	+$879K	0.27%	76
2021 Q4	$4.06M	Buy	+16,070	New	+$3.83M	0.22%	81

Other funds holding AVB

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

Norges Bank Oslo, Norway $1T AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Lockheed Martin Investment Management's AVB Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of AvalonBay Communities (AVB) in Q3 2024, closing a stake of 4,400 shares — an estimated $910K sold.

Lockheed Martin Investment Management first reported a position in AVB in Q4 2021 and held it in 11 quarters. The position peaked at $4.88M in Q1 2022. 738 funds tracked by Wall St. Rank hold AVB as of Q3 2024.

Lockheed Martin Investment Management reported no remaining AvalonBay Communities position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 4,400 AvalonBay Communities shares in Q3 2024, an estimated $910K.
Lockheed Martin Investment Management first reported a position in AvalonBay Communities in Q4 2021 and held it in 11 quarters.
Lockheed Martin Investment Management's AvalonBay Communities position peaked at $4.88M in Q1 2022.
738 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.