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Avalon Investment & Advisory: MDY position timeline

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

Avalon Investment & Advisory held 7,594 MDY 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 7,594 shares
    Change vs previous 13F +671 shares

    0.1% of the 13F portfolio, value $3,481,375.

    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 6,923 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $3,065,000.

    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 6,995 shares
    Change vs previous 13F -143 shares

    0.09% of the 13F portfolio, value $2,810,000.

    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 7,138 shares
    Change vs previous 13F +137 shares

    0.08% of the 13F portfolio, value $2,951,000.

    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 7,001 shares
    Change vs previous 13F +2,507 shares

    0.08% of the 13F portfolio, value $3,434,000.

    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 4,494 shares
    Change vs previous 13F -1,289 shares

    0.06% of the 13F portfolio, value $2,327,000.

    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 5,783 shares
    Change vs previous 13F +577 shares

    0.06% of the 13F portfolio, value $2,781,000.

    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 5,206 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,556,000.

    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).