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Disclosery

Avalon Investment & Advisory: MA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on MA, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 34,577 MA shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 34,577 shares
    Change vs previous 13F +32,773 shares

    0.34% of the 13F portfolio, value $12,565,685.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 1,804 shares
    Change vs previous 13F +259 shares

    0.02% of the 13F portfolio, value $627,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 1,545 shares
    Change vs previous 13F -446 shares

    0.01% of the 13F portfolio, value $439,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 1,991 shares
    Change vs previous 13F -61 shares

    0.02% of the 13F portfolio, value $628,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 2,052 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $733,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 2,032 shares
    Change vs previous 13F -881 shares

    0.02% of the 13F portfolio, value $730,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 2,913 shares
    Change vs previous 13F -340 shares

    0.02% of the 13F portfolio, value $1,013,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 3,253 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,188,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).