HH
PSA icon

HWG Holdings’s Public Storage PSA Stock Holding History

HWG Holdings’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
Q4 		$4K Sell
21
-982
-98% -$218K ﹤0.01% 112
2019
Q3 		$246K Sell
1,003
-698
-41% -$175K 0.23% 59
2019
Q2 		$405K Buy
+1,701
New +$390K 0.39% 49

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HWG Holdings's PSA Position: Q4 2019 in Review

HWG Holdings reduced its Public Storage (PSA) stake by 98% in Q4 2019, selling an estimated $218K and leaving 21 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

HWG Holdings first reported a position in PSA in Q2 2019 and has held it in 3 quarters since. The position peaked at $405K in Q2 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • HWG Holdings held 21 shares of Public Storage worth $4K as of Q4 2019.
  • HWG Holdings sold 982 Public Storage shares in Q4 2019, an estimated $218K.
  • Public Storage made up ﹤0.01% of HWG Holdings's portfolio in Q4 2019, its #112 holding.
  • HWG Holdings first reported a position in Public Storage in Q2 2019 and has held it in 3 quarters since.
  • HWG Holdings's Public Storage position peaked at $405K in Q2 2019.
  • 756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on HWG Holdings's 13F filing for Q4 2019, filed 9 Jan 2020.