Fiduciary Trust’s Extra Space Storage EXR Stock Holding History

Fiduciary Trust’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
2023 Q3	–	Sell	-2,290	Closed	-$341K	–	620
2023 Q2	$341K	Buy	2,290 +158	+7%	+$23.8K	0.01%	518
2023 Q1	$347K	Sell	2,132 -150	-7%	-$23.6K	0.01%	507
2022 Q4	$336K	Sell	2,282 -66	-3%	-$10.5K	0.01%	519
2022 Q3	$405K	Buy	2,348 +215	+10%	+$40.7K	0.01%	467
2022 Q2	$363K	Sell	2,133 -105	-5%	-$19.5K	0.01%	509
2022 Q1	$460K	Buy	+2,238	New	+$445K	0.01%	485

Other funds holding EXR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $187B AUM 18.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fiduciary Trust's EXR Position: Q3 2023 in Review

Fiduciary Trust sold out of Extra Space Storage (EXR) in Q3 2023, closing a stake of 2,290 shares — an estimated $341K sold.

Fiduciary Trust first reported a position in EXR in Q1 2022 and held it in 6 quarters. The position peaked at $460K in Q1 2022. 654 funds tracked by Wall St. Rank hold EXR as of Q3 2023.

Fiduciary Trust reported no remaining Extra Space Storage position as of Q3 2023 after selling out during the quarter.
Fiduciary Trust sold 2,290 Extra Space Storage shares in Q3 2023, an estimated $341K.
Fiduciary Trust first reported a position in Extra Space Storage in Q1 2022 and held it in 6 quarters.
Fiduciary Trust's Extra Space Storage position peaked at $460K in Q1 2022.
654 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2023.

Based on Fiduciary Trust's 13F filing for Q3 2023, filed 14 Nov 2023.