Sterling Investment Counsel’s Mid-America Apartment Communities MAA Stock Holding History

Sterling Investment Counsel’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 Q4	–	Sell	-2,630	Closed	-$338K	–	164
2023 Q3	$338K	Hold	2,630	–	–	0.19%	97
2023 Q2	$399K	Sell	2,630 -85	-3%	-$12.8K	0.22%	87
2023 Q1	$410K	Sell	2,715 -435	-14%	-$69K	0.24%	79
2022 Q4	$495K	Hold	3,150	–	–	0.31%	62
2022 Q3	$488K	Sell	3,150 -175	-5%	-$30.1K	0.36%	52
2022 Q2	$580K	Sell	3,325 -45	-1%	-$8.37K	0.44%	45
2022 Q1	$706K	Sell	3,370 -440	-12%	-$92.2K	0.48%	36
2021 Q4	$874K	Buy	+3,810	New	+$788K	0.59%	29

Other funds holding MAA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Investment Counsel's MAA Position: Q4 2023 in Review

Sterling Investment Counsel sold out of Mid-America Apartment Communities (MAA) in Q4 2023, closing a stake of 2,630 shares — an estimated $338K sold.

Sterling Investment Counsel first reported a position in MAA in Q4 2021 and held it in 8 quarters. The position peaked at $874K in Q4 2021. 664 funds tracked by Wall St. Rank hold MAA as of Q4 2023.

Sterling Investment Counsel reported no remaining Mid-America Apartment Communities position as of Q4 2023 after selling out during the quarter.
Sterling Investment Counsel sold 2,630 Mid-America Apartment Communities shares in Q4 2023, an estimated $338K.
Sterling Investment Counsel first reported a position in Mid-America Apartment Communities in Q4 2021 and held it in 8 quarters.
Sterling Investment Counsel's Mid-America Apartment Communities position peaked at $874K in Q4 2021.
664 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2023.

Based on Sterling Investment Counsel's 13F filing for Q4 2023, filed 12 Jan 2024.