Psagot Value Holdings’s AvalonBay Communities AVB Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-20	Closed	-$4K	–	173
2023 Q4	$4K	Buy	+20	New	+$3.49K	﹤0.01%	421
2023 Q2	–	Sell	-3	Closed	–	–	539
2023 Q1	$0	Buy	+3	New	+$512	﹤0.01%	497
2021 Q1	–	Sell	-20	Closed	-$3K	–	363
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	344
2020 Q3	$3K	Buy	+20	New	+$3.06K	﹤0.01%	387
2019 Q1	–	Sell	-630	Closed	-$110K	–	443
2018 Q4	$110K	Buy	+630	New	+$114K	0.01%	297
2014 Q2	–	Sell	-4,296	Closed	-$564K	–	405
2014 Q1	$564K	Sell	4,296 -1,318	-23%	-$166K	0.02%	185
2013 Q4	$664K	Sell	5,614 -3,273	-37%	-$403K	0.02%	178
2013 Q3	$1.13M	Buy	+8,887	New	+$1.17M	0.04%	149

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Psagot Value Holdings's AVB Position: Q1 2024 in Review

Psagot Value Holdings sold out of AvalonBay Communities (AVB) in Q1 2024, closing a stake of 20 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in AVB in Q3 2013 and held it in 8 quarters. The position peaked at $1.13M in Q3 2013. 704 funds tracked by Wall St. Rank hold AVB as of Q1 2024.

Psagot Value Holdings reported no remaining AvalonBay Communities position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 20 AvalonBay Communities shares in Q1 2024, an estimated $4K.
Psagot Value Holdings first reported a position in AvalonBay Communities in Q3 2013 and held it in 8 quarters.
Psagot Value Holdings's AvalonBay Communities position peaked at $1.13M in Q3 2013.
704 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.