Edmond de Rothschild Holding’s Public Storage PSA Stock Holding History

Edmond de Rothschild Holding’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 Q1	–	Sell	-20,583	Closed	-$4.38M	–	614
2019 Q4	$4.38M	Buy	+20,583	New	+$4.57M	0.17%	125
2017 Q1	–	Sell	-9,918	Closed	-$2.22M	–	860
2016 Q4	$2.22M	Buy	9,918 +1,966	+25%	+$418K	0.06%	196
2016 Q3	$1.77M	Buy	+7,952	New	+$1.86M	0.05%	205

Other funds holding PSA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Edmond de Rothschild Holding's PSA Position: Q1 2020 in Review

Edmond de Rothschild Holding sold out of Public Storage (PSA) in Q1 2020, closing a stake of 20,583 shares — an estimated $4.38M sold.

Edmond de Rothschild Holding first reported a position in PSA in Q3 2016 and held it in 3 quarters. The position peaked at $4.38M in Q4 2019. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

Edmond de Rothschild Holding reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
Edmond de Rothschild Holding sold 20,583 Public Storage shares in Q1 2020, an estimated $4.38M.
Edmond de Rothschild Holding first reported a position in Public Storage in Q3 2016 and held it in 3 quarters.
Edmond de Rothschild Holding's Public Storage position peaked at $4.38M in Q4 2019.
722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2020, filed 15 May 2020.