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Ipswich Investment Management’s Public Storage PSA Stock Holding History

Ipswich Investment Management’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
2020
Q1 		– Sell
-1,491
Closed -$317K – 174
2019
Q4 		$317K Hold
1,491
– – 0.09% 149
2019
Q3 		$366K Hold
1,491
– – 0.12% 140
2019
Q2 		$355K Hold
1,491
– – 0.11% 139
2019
Q1 		$325K Hold
1,491
– – 0.11% 141
2018
Q4 		$302K Buy
+1,491
New +$304K 0.11% 135
2016
Q2 		– Sell
-175
Closed -$46K – 278
2016
Q1 		$46K Buy
+175
New +$44.1K 0.02% 235

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ipswich Investment Management's PSA Position: Q1 2020 in Review

Ipswich Investment Management sold out of Public Storage (PSA) in Q1 2020, closing a stake of 1,491 shares — an estimated $317K sold.

Ipswich Investment Management first reported a position in PSA in Q1 2016 and held it in 6 quarters. The position peaked at $366K in Q3 2019. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

  • Ipswich Investment Management reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
  • Ipswich Investment Management sold 1,491 Public Storage shares in Q1 2020, an estimated $317K.
  • Ipswich Investment Management first reported a position in Public Storage in Q1 2016 and held it in 6 quarters.
  • Ipswich Investment Management's Public Storage position peaked at $366K in Q3 2019.
  • 722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Ipswich Investment Management's 13F filing for Q1 2020, filed 9 Apr 2020.