Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MCWS
McKinley Carter Wealth Services’s
Mid-America Apartment Communities
MAA
Stock Holding History
McKinley Carter Wealth Services’s Portfolio
MAA Stock Details
MAA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-1,659
Closed
-$260K
–
303
2022
Q4
$260K
Sell
1,659
-13
-0.8%
-$2.02K
0.02%
258
2022
Q3
$259K
Sell
1,672
-39
-2%
-$6.71K
0.02%
245
2022
Q2
$299K
Buy
1,711
+4
+0.2%
+$744
0.03%
241
2022
Q1
$358K
Buy
1,707
+4
+0.2%
+$838
0.03%
228
2021
Q4
$391K
Buy
1,703
+3
+0.2%
+$620
0.03%
217
2021
Q3
$317K
Buy
1,700
+4
+0.2%
+$751
0.03%
237
2021
Q2
$286K
Buy
1,696
+5
+0.3%
+$796
0.02%
246
2021
Q1
$244K
Sell
1,691
-380
-18%
-$51.7K
0.02%
261
2020
Q4
$262K
Buy
2,071
+44
+2%
+$5.43K
0.03%
225
2020
Q3
$235K
Buy
2,027
+10
+0.5%
+$1.15K
0.05%
131
2020
Q2
$231K
Buy
+2,017
New
+$227K
0.06%
128
2018
Q2
–
Sell
-1,939
Closed
-$177K
–
288
2018
Q1
$177K
Buy
+1,939
New
+$175K
0.06%
166
Other funds holding MAA
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
AAMU
APG Asset Management US
New York
$13B AUM
5.3%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close