Aperio Group’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $28.7M | Buy |
124,174
+19,306
| +18% | +$4.43M | 0.08% | 228 |
|
|
2020
Q3 | $23.4M | Buy |
104,868
+18,948
| +22% | +$3.87M | 0.08% | 244 |
|
|
2020
Q2 | $16.5M | Sell |
85,920
-108,701
| -56% | -$21M | 0.06% | 307 |
|
|
2020
Q1 | $38.7M | Buy |
194,621
+5,413
| +3% | +$1.16M | 0.17% | 117 |
|
|
2019
Q4 | $40.3M | Buy |
189,208
+10,205
| +6% | +$2.26M | 0.14% | 158 |
|
|
2019
Q3 | $43.9M | Buy |
179,003
+15,926
| +10% | +$4M | 0.17% | 128 |
|
|
2019
Q2 | $38.8M | Buy |
163,077
+28
| +0% | +$6.42K | 0.16% | 134 |
|
|
2019
Q1 | $35.5M | Buy |
163,049
+43,688
| +37% | +$9.14M | 0.15% | 146 |
|
|
2018
Q4 | $24.2M | Buy |
119,361
+9,552
| +9% | +$1.95M | 0.12% | 189 |
|
|
2018
Q3 | $22.1M | Buy |
109,809
+9,520
| +9% | +$2.05M | 0.1% | 234 |
|
|
2018
Q2 | $22.8M | Buy |
100,289
+31,891
| +47% | +$6.64M | 0.11% | 206 |
|
|
2018
Q1 | $13.7M | Buy |
68,398
+1,255
| +2% | +$244K | 0.07% | 334 |
|
|
2017
Q4 | $14M | Buy |
67,143
+1,630
| +2% | +$345K | 0.07% | 320 |
|
|
2017
Q3 | $14M | Sell |
65,513
-771
| -1% | -$159K | 0.08% | 300 |
|
|
2017
Q2 | $13.8M | Sell |
66,284
-37,379
| -36% | -$8.04M | 0.08% | 283 |
|
|
2017
Q1 | $22.7M | Sell |
103,663
-28,522
| -22% | -$6.32M | 0.16% | 150 |
|
|
2016
Q4 | $29.5M | Buy |
132,185
+61,635
| +87% | +$13.1M | 0.23% | 99 |
|
|
2016
Q3 | $15.7M | Sell |
70,550
-16,182
| -19% | -$3.78M | 0.11% | 216 |
|
|
2016
Q2 | $22.2M | Sell |
86,732
-9,319
| -10% | -$2.39M | 0.17% | 139 |
|
|
2016
Q1 | $26.5M | Buy |
96,051
+5,649
| +6% | +$1.42M | 0.23% | 104 |
|
|
2015
Q4 | $22.4M | Buy |
90,402
+18,024
| +25% | +$4.22M | 0.21% | 113 |
|
|
2015
Q3 | $15.3M | Buy |
72,378
+6,461
| +10% | +$1.32M | 0.16% | 152 |
|
|
2015
Q2 | $12.2M | Buy |
65,917
+21,946
| +50% | +$4.21M | 0.13% | 199 |
|
|
2015
Q1 | $8.67M | Buy |
43,971
+4,981
| +13% | +$987K | 0.1% | 250 |
|
|
2014
Q4 | $7.21M | Buy |
38,990
+3,790
| +11% | +$686K | 0.09% | 280 |
|
|
2014
Q3 | $5.84M | Buy |
35,200
+5,447
| +18% | +$936K | 0.08% | 315 |
|
|
2014
Q2 | $5.1M | Buy |
29,753
+3,076
| +12% | +$527K | 0.07% | 329 |
|
|
2014
Q1 | $4.5M | Buy |
+26,677
| New | +$4.32M | 0.06% | 409 |
|
|
2013
Q4 | – | Sell |
-26,346
| Closed | -$4.21M | – | 416 |
|
|
2013
Q3 | $4.23M | Buy |
26,346
+4,965
| +23% | +$786K | 0.08% | 313 |
|
|
2013
Q2 | $3.28M | Buy |
+21,381
| New | +$3.37M | 0.08% | 323 |
|
Other funds holding PSA
AAMU
Aperio Group's PSA Position: Q4 2020 in Review
Aperio Group increased its Public Storage (PSA) stake by 18% in Q4 2020, buying an estimated $4.43M and bringing the position to 124,174 shares worth $28.7M. The position accounts for 0.08% of the portfolio, ranked #228.
Aperio Group first reported a position in PSA in Q2 2013 and has held it in 30 quarters since. The position peaked at $43.9M in Q3 2019. 793 funds tracked by Wall St. Rank hold PSA as of Q4 2020.
- Aperio Group held 124,174 shares of Public Storage worth $28.7M as of Q4 2020.
- Aperio Group bought 19,306 Public Storage shares in Q4 2020, an estimated $4.43M.
- Public Storage made up 0.08% of Aperio Group's portfolio in Q4 2020, its #228 holding.
- Aperio Group first reported a position in Public Storage in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Public Storage position peaked at $43.9M in Q3 2019.
- 793 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.