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