SICM
AVB

Sustainable Insight Capital Management’s AvalonBay Communities AVB Stock Holding History

Sustainable Insight Capital Management’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
Q2 		– Sell
-1,300
Closed -$241K – 77
2024
Q1 		$241K Sell
1,300
-200
-13% -$36K 0.17% 58
2023
Q4 		$281K Buy
+1,500
New +$262K 0.23% 50

Other funds holding AVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sustainable Insight Capital Management's AVB Position: Q2 2024 in Review

Sustainable Insight Capital Management sold out of AvalonBay Communities (AVB) in Q2 2024, closing a stake of 1,300 shares — an estimated $241K sold.

Sustainable Insight Capital Management first reported a position in AVB in Q4 2023 and held it in 2 quarters. The position peaked at $281K in Q4 2023. 712 funds tracked by Wall St. Rank hold AVB as of Q2 2024.

  • Sustainable Insight Capital Management reported no remaining AvalonBay Communities position as of Q2 2024 after selling out during the quarter.
  • Sustainable Insight Capital Management sold 1,300 AvalonBay Communities shares in Q2 2024, an estimated $241K.
  • Sustainable Insight Capital Management first reported a position in AvalonBay Communities in Q4 2023 and held it in 2 quarters.
  • Sustainable Insight Capital Management's AvalonBay Communities position peaked at $281K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2024.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2024, filed 5 Aug 2024.