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Almanack Investment Partners’s Extra Space Storage EXR Stock Holding History

Almanack Investment Partners’s Portfolio EXR Stock Details EXR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-5
Closed -$1K – 489
2022
Q3 		$1K Buy
+5
New +$946 ﹤0.01% 799

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Principal Financial Group
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Geode Capital Management
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Almanack Investment Partners's EXR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Extra Space Storage (EXR) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in EXR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Extra Space Storage position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 5 Extra Space Storage shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in Extra Space Storage in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Extra Space Storage position peaked at $1K in Q3 2022.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.