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HBC Financial Services’s Extra Space Storage EXR Stock Holding History

HBC Financial Services’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
Q4 		– Sell
-200
Closed -$24K – 170
2023
Q3 		$24K Buy
+200
New +$26.8K 0.02% 85

Other funds holding EXR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HBC Financial Services's EXR Position: Q4 2023 in Review

HBC Financial Services sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 200 shares — an estimated $24K sold.

HBC Financial Services first reported a position in EXR in Q3 2023 and held it in 1 quarter. The position peaked at $24K in Q3 2023. 714 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

  • HBC Financial Services reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
  • HBC Financial Services sold 200 Extra Space Storage shares in Q4 2023, an estimated $24K.
  • HBC Financial Services first reported a position in Extra Space Storage in Q3 2023 and held it in 1 quarter.
  • HBC Financial Services's Extra Space Storage position peaked at $24K in Q3 2023.
  • 714 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on HBC Financial Services's 13F filing for Q4 2023, filed 29 Jan 2024.