ZWJ Investment Counsel’s Mid-America Apartment Communities MAA Stock Holding History

ZWJ Investment Counsel’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 Q3	–	Sell	-1,333	Closed	-$202K	–	198
2023 Q2	$202K	Hold	1,333	–	–	0.01%	183
2023 Q1	$201K	Hold	1,333	–	–	0.01%	183
2022 Q4	$209K	Buy	+1,333	New	+$208K	0.01%	170
2020 Q2	–	Sell	-5,010	Closed	-$516K	–	176
2020 Q1	$516K	Sell	5,010 -668	-12%	-$86.8K	0.05%	135
2019 Q4	$749K	Buy	+5,678	New	+$760K	0.05%	123
2018 Q1	–	Sell	-3,854	Closed	-$388K	–	227
2017 Q4	$388K	Buy	3,854 +324	+9%	+$33.6K	0.03%	192
2017 Q3	$377K	Buy	3,530 +429	+14%	+$45K	0.03%	189
2017 Q2	$327K	Buy	+3,101	New	+$319K	0.03%	222

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

ZWJ Investment Counsel's MAA Position: Q3 2023 in Review

ZWJ Investment Counsel sold out of Mid-America Apartment Communities (MAA) in Q3 2023, closing a stake of 1,333 shares — an estimated $202K sold.

ZWJ Investment Counsel first reported a position in MAA in Q2 2017 and held it in 8 quarters. The position peaked at $749K in Q4 2019. 632 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

ZWJ Investment Counsel reported no remaining Mid-America Apartment Communities position as of Q3 2023 after selling out during the quarter.
ZWJ Investment Counsel sold 1,333 Mid-America Apartment Communities shares in Q3 2023, an estimated $202K.
ZWJ Investment Counsel first reported a position in Mid-America Apartment Communities in Q2 2017 and held it in 8 quarters.
ZWJ Investment Counsel's Mid-America Apartment Communities position peaked at $749K in Q4 2019.
632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

Based on ZWJ Investment Counsel's 13F filing for Q3 2023, filed 14 Nov 2023.