Hobart Private Capital’s Public Storage PSA Stock Holding History

Hobart Private 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
2018 Q4	–	Sell	-4,155	Closed	-$838K	–	153
2018 Q3	$838K	Sell	4,155 -122	-3%	-$26.3K	0.64%	49
2018 Q2	$970K	Sell	4,277 -333	-7%	-$69.3K	0.79%	44
2018 Q1	$924K	Buy	4,610 +1,031	+29%	+$201K	0.81%	46
2017 Q4	$748K	Buy	+3,579	New	+$756K	0.67%	50

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Hobart Private Capital's PSA Position: Q4 2018 in Review

Hobart Private Capital sold out of Public Storage (PSA) in Q4 2018, closing a stake of 4,155 shares — an estimated $838K sold.

Hobart Private Capital first reported a position in PSA in Q4 2017 and held it in 4 quarters. The position peaked at $970K in Q2 2018. 706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

Hobart Private Capital reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
Hobart Private Capital sold 4,155 Public Storage shares in Q4 2018, an estimated $838K.
Hobart Private Capital first reported a position in Public Storage in Q4 2017 and held it in 4 quarters.
Hobart Private Capital's Public Storage position peaked at $970K in Q2 2018.
706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Hobart Private Capital's 13F filing for Q4 2018, filed 11 Mar 2024.