Brinker Capital’s Public Storage PSA Stock Holding History

Brinker Capital’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,038	Closed	-$206K	–	977
2020 Q1	$206K	Sell	1,038 -183	-15%	-$39.2K	0.01%	859
2019 Q4	$260K	Sell	1,221 -32	-3%	-$7.1K	0.01%	871
2019 Q3	$307K	Buy	1,253 +232	+23%	+$58.3K	0.01%	811
2019 Q2	$243K	Buy	1,021 +94	+10%	+$21.6K	0.01%	860
2019 Q1	$202K	Buy	+927	New	+$194K	0.01%	900
2018 Q3	–	Sell	-967	Closed	-$219K	–	1008
2018 Q2	$219K	Buy	+967	New	+$201K	0.01%	961
2017 Q4	–	Sell	-1,061	Closed	-$227K	–	1002
2017 Q3	$227K	Buy	+1,061	New	+$219K	0.01%	888
2017 Q2	–	Sell	-982	Closed	-$215K	–	836
2017 Q1	$215K	Buy	+982	New	+$218K	0.01%	867

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Brinker Capital's PSA Position: Q2 2020 in Review

Brinker Capital sold out of Public Storage (PSA) in Q2 2020, closing a stake of 1,038 shares — an estimated $206K sold.

Brinker Capital first reported a position in PSA in Q1 2017 and held it in 8 quarters. The position peaked at $307K in Q3 2019. 720 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

Brinker Capital reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
Brinker Capital sold 1,038 Public Storage shares in Q2 2020, an estimated $206K.
Brinker Capital first reported a position in Public Storage in Q1 2017 and held it in 8 quarters.
Brinker Capital's Public Storage position peaked at $307K in Q3 2019.
720 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.