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Homrich & Berg’s Public Storage PSA Stock Holding History

Homrich & Berg’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
2019
Q3 		– Sell
-922
Closed -$220K – 353
2019
Q2 		$220K Buy
+922
New +$211K 0.01% 324
2017
Q2 		– Sell
-1,995
Closed -$437K – 304
2017
Q1 		$437K Buy
1,995
+3
+0.2% +$664 0.04% 185
2016
Q4 		$445K Sell
1,992
-1
-0.1% -$213 0.04% 167
2016
Q3 		$445K Buy
1,993
+9
+0.5% +$2.1K 0.04% 160
2016
Q2 		$507K Buy
1,984
+1,002
+102% +$257K 0.05% 138
2016
Q1 		$271K Hold
982
– – 0.03% 212
2015
Q4 		$243K Buy
982
+4
+0.4% +$937 0.02% 225
2015
Q3 		$207K Buy
+978
New +$199K 0.02% 247

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Homrich & Berg's PSA Position: Q3 2019 in Review

Homrich & Berg sold out of Public Storage (PSA) in Q3 2019, closing a stake of 922 shares — an estimated $220K sold.

Homrich & Berg first reported a position in PSA in Q3 2015 and held it in 8 quarters. The position peaked at $507K in Q2 2016. 739 funds tracked by Wall St. Rank hold PSA as of Q3 2019.

  • Homrich & Berg reported no remaining Public Storage position as of Q3 2019 after selling out during the quarter.
  • Homrich & Berg sold 922 Public Storage shares in Q3 2019, an estimated $220K.
  • Homrich & Berg first reported a position in Public Storage in Q3 2015 and held it in 8 quarters.
  • Homrich & Berg's Public Storage position peaked at $507K in Q2 2016.
  • 739 funds tracked by Wall St. Rank held Public Storage as of Q3 2019.

Based on Homrich & Berg's 13F filing for Q3 2019, filed 5 Nov 2019.