Jackson Wealth Management’s Extra Space Storage EXR Stock Holding History

Jackson Wealth Management’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
2020 Q3	–	Sell	-22,307	Closed	-$2.06M	–	133
2020 Q2	$2.06M	Buy	22,307 +1,304	+6%	+$121K	0.37%	65
2020 Q1	$1.93M	Sell	21,003 -6,583	-24%	-$685K	0.4%	51
2019 Q4	$3.06M	Buy	27,586 +440	+2%	+$48K	0.51%	58
2019 Q3	$3.16M	Buy	27,146 +3,949	+17%	+$457K	0.66%	45
2019 Q2	$2.52M	Buy	23,197 +260	+1%	+$27.3K	0.55%	53
2019 Q1	$2.34M	Buy	22,937 +522	+2%	+$50.1K	0.57%	49
2018 Q4	$1.98M	Sell	22,415 -344	-2%	-$31.3K	0.59%	44
2018 Q3	$1.97M	Buy	22,759 +513	+2%	+$47.6K	0.41%	61
2018 Q2	$2.1M	Sell	22,246 -121	-0.5%	-$11.3K	0.49%	54
2018 Q1	$1.96M	Buy	+22,367	New	+$1.88M	0.55%	50

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jackson Wealth Management's EXR Position: Q3 2020 in Review

Jackson Wealth Management sold out of Extra Space Storage (EXR) in Q3 2020, closing a stake of 22,307 shares — an estimated $2.06M sold.

Jackson Wealth Management first reported a position in EXR in Q1 2018 and held it in 10 quarters. The position peaked at $3.16M in Q3 2019. 483 funds tracked by Wall St. Rank hold EXR as of Q3 2020.

Jackson Wealth Management reported no remaining Extra Space Storage position as of Q3 2020 after selling out during the quarter.
Jackson Wealth Management sold 22,307 Extra Space Storage shares in Q3 2020, an estimated $2.06M.
Jackson Wealth Management first reported a position in Extra Space Storage in Q1 2018 and held it in 10 quarters.
Jackson Wealth Management's Extra Space Storage position peaked at $3.16M in Q3 2019.
483 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2020.

Based on Jackson Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.