Union Savings Bank’s AvalonBay Communities AVB Stock Holding History

Union Savings Bank’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 Q4	–	Sell	-8	Closed	-$1.8K	–	291
2024 Q3	$1.8K	Buy	+8	New	+$1.73K	﹤0.01%	296

Other funds holding AVB

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Union Savings Bank's AVB Position: Q4 2024 in Review

Union Savings Bank sold out of AvalonBay Communities (AVB) in Q4 2024, closing a stake of 8 shares — an estimated $1.8K sold.

Union Savings Bank first reported a position in AVB in Q3 2024 and held it in 1 quarter. The position peaked at $1.8K in Q3 2024. 762 funds tracked by Wall St. Rank hold AVB as of Q4 2024.

Union Savings Bank reported no remaining AvalonBay Communities position as of Q4 2024 after selling out during the quarter.
Union Savings Bank sold 8 AvalonBay Communities shares in Q4 2024, an estimated $1.8K.
Union Savings Bank first reported a position in AvalonBay Communities in Q3 2024 and held it in 1 quarter.
Union Savings Bank's AvalonBay Communities position peaked at $1.8K in Q3 2024.
762 funds tracked by Wall St. Rank held AvalonBay Communities as of Q4 2024.

Based on Union Savings Bank's 13F filing for Q4 2024, filed 16 Jan 2025.