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Annapolis Financial Services’s Extra Space Storage EXR Stock Holding History

Annapolis Financial Services’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
Q2 		– Sell
-850
Closed -$175K – 461
2022
Q1 		$175K Hold
850
– – 0.06% 115
2021
Q4 		$193K Sell
850
-850
-50% -$168K 0.06% 111
2021
Q3 		$286K Buy
+1,700
New +$301K 0.09% 97

Other funds holding EXR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Annapolis Financial Services's EXR Position: Q2 2022 in Review

Annapolis Financial Services sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 850 shares — an estimated $175K sold.

Annapolis Financial Services first reported a position in EXR in Q3 2021 and held it in 3 quarters. The position peaked at $286K in Q3 2021. 637 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

  • Annapolis Financial Services reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 850 Extra Space Storage shares in Q2 2022, an estimated $175K.
  • Annapolis Financial Services first reported a position in Extra Space Storage in Q3 2021 and held it in 3 quarters.
  • Annapolis Financial Services's Extra Space Storage position peaked at $286K in Q3 2021.
  • 637 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Annapolis Financial Services's 13F filing for Q2 2022, filed 22 Jul 2022.