Financial Gravity Asset Management’s Extra Space Storage EXR Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	–	Sell	-30	Closed	-$4K	–	1473
2019 Q3	$4K	Buy	+30	New	+$3.47K	﹤0.01%	735
2019 Q2	–	Sell	-33	Closed	-$3K	–	1366
2019 Q1	$3K	Buy	+33	New	+$3.17K	﹤0.01%	827
2018 Q3	–	Sell	-116	Closed	-$11K	–	1468
2018 Q2	$11K	Buy	116 +108	+1,350%	+$10.1K	0.01%	546
2018 Q1	$1K	Buy	+8	New	+$673	﹤0.01%	1129

Other funds holding EXR

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

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

Financial Gravity Asset Management's EXR Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Extra Space Storage (EXR) in Q4 2019, closing a stake of 30 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in EXR in Q1 2018 and held it in 4 quarters. The position peaked at $11K in Q2 2018. 495 funds tracked by Wall St. Rank hold EXR as of Q4 2019.

Financial Gravity Asset Management reported no remaining Extra Space Storage position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 30 Extra Space Storage shares in Q4 2019, an estimated $4K.
Financial Gravity Asset Management first reported a position in Extra Space Storage in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's Extra Space Storage position peaked at $11K in Q2 2018.
495 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.