Sugarloaf Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$3.86K	Hold	25	–	–	﹤0.01%	592
2024 Q3	$3.97K	Hold	25	–	–	﹤0.01%	585
2024 Q2	$3.56K	Hold	25	–	–	﹤0.01%	553
2024 Q1	$3.29K	Hold	25	–	–	﹤0.01%	564
2023 Q4	$3.36K	Hold	25	–	–	﹤0.01%	572
2023 Q3	$3.22K	Hold	25	–	–	﹤0.01%	567
2023 Q2	$3.8K	Hold	25	–	–	﹤0.01%	569
2023 Q1	$3.78K	Hold	25	–	–	﹤0.01%	570
2022 Q4	$3.92K	Hold	25	–	–	﹤0.01%	610
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	650
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	635
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	569
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	574
2021 Q3	$5K	Hold	25	–	–	﹤0.01%	608
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	622
2021 Q1	$4	Hold	25	–	–	﹤0.01%	611
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	602
2020 Q3	$3K	Hold	25	–	–	﹤0.01%	578
2020 Q2	$3K	Hold	25	–	–	﹤0.01%	571
2020 Q1	$3K	Hold	25	–	–	﹤0.01%	570
2019 Q4	$3K	Buy	+25	New	+$3.35K	﹤0.01%	605

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AAMU

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sugarloaf Wealth Management's MAA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Mid-America Apartment Communities (MAA) position steady in Q4 2024 at 25 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Sugarloaf Wealth Management first reported a position in MAA in Q4 2019 and has held it in 21 quarters since. The position peaked at $6K in Q4 2021. 708 funds tracked by Wall St. Rank hold MAA as of Q4 2024.

Sugarloaf Wealth Management held 25 shares of Mid-America Apartment Communities worth $3.86K as of Q4 2024.
Sugarloaf Wealth Management left its Mid-America Apartment Communities share count unchanged in Q4 2024.
Mid-America Apartment Communities made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #592 holding.
Sugarloaf Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Mid-America Apartment Communities position peaked at $6K in Q4 2021.
708 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.