Bivin & Associates’s Extra Space Storage EXR Stock Holding History

Bivin & Associates’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	-5	Closed	-$1K	–	339
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	293
2021 Q4	$1K	Buy	+5	New	+$991	﹤0.01%	306

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's EXR Position: Q2 2022 in Review

Bivin & Associates sold out of Extra Space Storage (EXR) in Q2 2022, closing a stake of 5 shares — an estimated $1K sold.

Bivin & Associates first reported a position in EXR in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 638 funds tracked by Wall St. Rank hold EXR as of Q2 2022.

Bivin & Associates reported no remaining Extra Space Storage position as of Q2 2022 after selling out during the quarter.
Bivin & Associates sold 5 Extra Space Storage shares in Q2 2022, an estimated $1K.
Bivin & Associates first reported a position in Extra Space Storage in Q4 2021 and held it in 2 quarters.
Bivin & Associates's Extra Space Storage position peaked at $1K in Q1 2022.
638 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.