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Wellesley Investment Partners’s AvalonBay Communities AVB Stock Holding History

Wellesley Investment Partners’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
2020
Q3 		$327K Sell
2,190
-293
-12% -$44.8K 0.11% 72
2020
Q2 		$383K Buy
+2,483
New +$393K 0.14% 68

Other funds holding AVB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wellesley Investment Partners's AVB Position: Q3 2020 in Review

Wellesley Investment Partners reduced its AvalonBay Communities (AVB) stake by 12% in Q3 2020, selling an estimated $44.8K and leaving 2,190 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #72.

Wellesley Investment Partners first reported a position in AVB in Q2 2020 and has held it in 2 quarters since. The position peaked at $383K in Q2 2020. 523 funds tracked by Wall St. Rank hold AVB as of Q3 2020.

  • Wellesley Investment Partners held 2,190 shares of AvalonBay Communities worth $327K as of Q3 2020.
  • Wellesley Investment Partners sold 293 AvalonBay Communities shares in Q3 2020, an estimated $44.8K.
  • AvalonBay Communities made up 0.11% of Wellesley Investment Partners's portfolio in Q3 2020, its #72 holding.
  • Wellesley Investment Partners first reported a position in AvalonBay Communities in Q2 2020 and has held it in 2 quarters since.
  • Wellesley Investment Partners's AvalonBay Communities position peaked at $383K in Q2 2020.
  • 523 funds tracked by Wall St. Rank held AvalonBay Communities as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.