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

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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McKinley Carter Wealth Services's MAA Position: Q1 2023 in Review

McKinley Carter Wealth Services sold out of Mid-America Apartment Communities (MAA) in Q1 2023, closing a stake of 1,659 shares — an estimated $260K sold.

McKinley Carter Wealth Services first reported a position in MAA in Q1 2018 and held it in 12 quarters. The position peaked at $391K in Q4 2021. 654 funds tracked by Wall St. Rank hold MAA as of Q1 2023.

McKinley Carter Wealth Services reported no remaining Mid-America Apartment Communities position as of Q1 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,659 Mid-America Apartment Communities shares in Q1 2023, an estimated $260K.
McKinley Carter Wealth Services first reported a position in Mid-America Apartment Communities in Q1 2018 and held it in 12 quarters.
McKinley Carter Wealth Services's Mid-America Apartment Communities position peaked at $391K in Q4 2021.
654 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2023, filed 25 Apr 2023.