Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Public Storage PSA Stock Holding History

Jacobs Levy Equity 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
2024
Q1 		– Sell
-12,843
Closed -$3.92M – 1031
2023
Q4 		$3.92M Buy
12,843
+690
+6% +$183K 0.02% 477
2023
Q3 		$3.2M Buy
12,153
+11,338
+1,391% +$3.18M 0.02% 467
2023
Q2 		$238K Buy
+815
New +$237K ﹤0.01% 913
2022
Q1 		– Sell
-26,795
Closed -$10M – 1072
2021
Q4 		$10M Sell
26,795
-141,365
-84% -$47.2M 0.07% 304
2021
Q3 		$50M Buy
168,160
+101,757
+153% +$31.9M 0.34% 76
2021
Q2 		$20M Buy
66,403
+63,732
+2,386% +$17.9M 0.14% 192
2021
Q1 		$659K Buy
2,671
+165
+7% +$38.4K 0.01% 817
2020
Q4 		$579K Sell
2,506
-3,763
-60% -$863K 0.01% 831
2020
Q3 		$1.4M Sell
6,269
-592
-9% -$121K 0.01% 589
2020
Q2 		$1.32M Buy
+6,861
New +$1.32M 0.01% 612
2020
Q1 		– Sell
-2,594
Closed -$552K – 1073
2019
Q4 		$552K Sell
2,594
-210
-7% -$46.6K 0.01% 773
2019
Q3 		$688K Buy
+2,804
New +$704K 0.01% 670
2017
Q3 		– Sell
-16,780
Closed -$3.5M – 1011
2017
Q2 		$3.5M Sell
16,780
-26,345
-61% -$5.66M 0.07% 303
2017
Q1 		$9.44M Sell
43,125
-57,958
-57% -$12.8M 0.19% 164
2016
Q4 		$22.6M Sell
101,083
-44,160
-30% -$9.4M 0.44% 59
2016
Q3 		$32.4M Buy
145,243
+63,498
+78% +$14.8M 0.58% 32
2016
Q2 		$20.9M Buy
81,745
+79,654
+3,809% +$20.4M 0.43% 52
2016
Q1 		$577K Sell
2,091
-1,979
-49% -$499K 0.01% 697
2015
Q4 		$1.01M Buy
+4,070
New +$953K 0.02% 443
2015
Q2 		– Sell
-3,400
Closed -$670K – 851
2015
Q1 		$670K Sell
3,400
-58,838
-95% -$11.7M 0.01% 549
2014
Q4 		$11.5M Buy
+62,238
New +$11.3M 0.2% 155
2014
Q1 		– Sell
-3,330
Closed -$501K – 986
2013
Q4 		$501K Buy
+3,330
New +$532K 0.01% 715

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Jacobs Levy Equity Management's PSA Position: Q1 2024 in Review

Jacobs Levy Equity Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 12,843 shares — an estimated $3.92M sold.

Jacobs Levy Equity Management first reported a position in PSA in Q4 2013 and held it in 22 quarters. The position peaked at $50M in Q3 2021. 1,068 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

  • Jacobs Levy Equity Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 12,843 Public Storage shares in Q1 2024, an estimated $3.92M.
  • Jacobs Levy Equity Management first reported a position in Public Storage in Q4 2013 and held it in 22 quarters.
  • Jacobs Levy Equity Management's Public Storage position peaked at $50M in Q3 2021.
  • 1,068 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2024, filed 15 May 2024.