Mount Lucas Management’s Mid-America Apartment Communities MAA Stock Holding History

Mount Lucas Management’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
2022 Q4	–	Sell	-14,251	Closed	-$2.21M	–	119
2022 Q3	$2.21M	Sell	14,251 -251	-2%	-$43.2K	0.76%	42
2022 Q2	$2.53M	Buy	14,502 +524	+4%	+$97.4K	0.85%	37
2022 Q1	$2.93M	Buy	13,978 +17	+0.1%	+$3.56K	0.85%	38
2021 Q4	$3.2M	Buy	+13,961	New	+$2.89M	0.92%	45
2020 Q4	–	Sell	-14,326	Closed	-$1.66M	–	125
2020 Q3	$1.66M	Sell	14,326 -959	-6%	-$111K	0.35%	56
2020 Q2	$1.75M	Sell	15,285 -518	-3%	-$58.3K	0.35%	43
2020 Q1	$1.63M	Buy	15,803 +4,110	+35%	+$534K	0.33%	31
2019 Q4	$1.54M	Sell	11,693 -3,686	-24%	-$493K	0.31%	66
2019 Q3	$2M	Buy	+15,379	New	+$1.91M	0.36%	68

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 $3.37T AUM 44.26% 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

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

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

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

Mount Lucas Management's MAA Position: Q4 2022 in Review

Mount Lucas Management sold out of Mid-America Apartment Communities (MAA) in Q4 2022, closing a stake of 14,251 shares — an estimated $2.21M sold.

Mount Lucas Management first reported a position in MAA in Q3 2019 and held it in 9 quarters. The position peaked at $3.2M in Q4 2021. 632 funds tracked by Wall St. Rank hold MAA as of Q4 2022.

Mount Lucas Management reported no remaining Mid-America Apartment Communities position as of Q4 2022 after selling out during the quarter.
Mount Lucas Management sold 14,251 Mid-America Apartment Communities shares in Q4 2022, an estimated $2.21M.
Mount Lucas Management first reported a position in Mid-America Apartment Communities in Q3 2019 and held it in 9 quarters.
Mount Lucas Management's Mid-America Apartment Communities position peaked at $3.2M in Q4 2021.
632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.