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USA Financial Formulas’s Mid-America Apartment Communities MAA Stock Holding History

USA Financial Formulas’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
-7
Closed -$901 – 459
2023
Q3 		$901 Hold
7
– – ﹤0.01% 408
2023
Q2 		$1.06K Hold
7
– – ﹤0.01% 365
2023
Q1 		$1.06K Buy
+7
New +$1.11K ﹤0.01% 293
2022
Q3 		$1K Hold
7
– – ﹤0.01% 252
2022
Q2 		$1K Sell
7
-4,335
-100% -$806K ﹤0.01% 281
2022
Q1 		$909K Sell
4,342
-2,340
-35% -$490K 0.97% 48
2021
Q4 		$1.53M Buy
6,682
+490
+8% +$101K 1.32% 20
2021
Q3 		$1.16M Sell
6,192
-1,326
-18% -$249K 1.03% 20
2021
Q2 		$1.27M Buy
+7,518
New +$1.2M 1.06% 13
2021
Q1 		– Sell
-6
Closed -$1K – 391
2020
Q4 		$1K Hold
6
– – ﹤0.01% 288
2020
Q3 		$1K Hold
6
– – ﹤0.01% 272
2020
Q2 		$1K Sell
6
-10,318
-100% -$1.16M ﹤0.01% 182
2020
Q1 		$1.06M Sell
10,324
-9,273
-47% -$1.21M 0.68% 56
2019
Q4 		$2.58M Buy
19,597
+4,234
+28% +$567K 1.07% 39
2019
Q3 		$2M Buy
+15,363
New +$1.91M 0.78% 63
2016
Q2 		– Sell
-6,269
Closed -$641K – 218
2016
Q1 		$641K Buy
6,269
+3,134
+100% +$291K 0.2% 42
2015
Q4 		$285K Buy
+3,135
New +$272K 0.12% 80

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's MAA Position: Q4 2023 in Review

USA Financial Formulas sold out of Mid-America Apartment Communities (MAA) in Q4 2023, closing a stake of 7 shares — an estimated $901 sold.

USA Financial Formulas first reported a position in MAA in Q4 2015 and held it in 17 quarters. The position peaked at $2.58M in Q4 2019. 665 funds tracked by Wall St. Rank hold MAA as of Q4 2023.

  • USA Financial Formulas reported no remaining Mid-America Apartment Communities position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 7 Mid-America Apartment Communities shares in Q4 2023, an estimated $901.
  • USA Financial Formulas first reported a position in Mid-America Apartment Communities in Q4 2015 and held it in 17 quarters.
  • USA Financial Formulas's Mid-America Apartment Communities position peaked at $2.58M in Q4 2019.
  • 665 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.