Jupiter Investment Management’s Public Storage PSA Stock Holding History

Jupiter 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 Q2	$36M	Sell	187,426 -78,026	-29%	-$15.1M	0.57%	48
2020 Q1	$52.7M	Sell	265,452 -107,453	-29%	-$23M	1.03%	25
2019 Q4	$79.4M	Sell	372,905 -16,457	-4%	-$3.65M	1.1%	18
2019 Q3	$95.5M	Sell	389,362 -14,261	-4%	-$3.58M	1.23%	15
2019 Q2	$96.1M	Sell	403,623 -108,498	-21%	-$24.9M	0.98%	30
2019 Q1	$112M	Sell	512,121 -626,306	-55%	-$131M	1.03%	34
2018 Q4	$230M	Buy	1,138,427 +240,719	+27%	+$49.1M	2.04%	7
2018 Q3	$181M	Buy	897,708 +674,908	+303%	+$146M	1.24%	26
2018 Q2	$50.5M	Buy	+222,800	New	+$46.4M	0.36%	84
2017 Q3	–	Sell	-122,577	Closed	-$25.6M	–	436
2017 Q2	$25.6M	Buy	+122,577	New	+$26.4M	0.31%	91
2017 Q1	–	Sell	-23,554	Closed	-$5.26M	–	457
2016 Q4	$5.26M	Hold	23,554	–	–	0.09%	144
2016 Q3	$5.25M	Buy	+23,554	New	+$5.5M	0.09%	151
2015 Q4	–	Sell	-3,400	Closed	-$719K	–	355
2015 Q3	$719K	Sell	3,400 -2,400	-41%	-$489K	0.02%	198
2015 Q2	$1.07M	Buy	+5,800	New	+$1.11M	0.03%	183
2015 Q1	–	Sell	-5,600	Closed	-$1.03M	–	402
2014 Q4	$1.03M	Sell	5,600 -800	-13%	-$145K	0.04%	256
2014 Q3	$1.06M	Buy	+6,400	New	+$1.1M	0.05%	227

Other funds holding PSA

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Jupiter Investment Management's PSA Position: Q2 2020 in Review

Jupiter Investment Management reduced its Public Storage (PSA) stake by 29% in Q2 2020, selling an estimated $15.1M and leaving 187,426 shares worth $36M. The position accounts for 0.57% of the portfolio, ranked #48.

Jupiter Investment Management first reported a position in PSA in Q3 2014 and has held it in 16 quarters since. The position peaked at $230M in Q4 2018. 719 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

Jupiter Investment Management held 187,426 shares of Public Storage worth $36M as of Q2 2020.
Jupiter Investment Management sold 78,026 Public Storage shares in Q2 2020, an estimated $15.1M.
Public Storage made up 0.57% of Jupiter Investment Management's portfolio in Q2 2020, its #48 holding.
Jupiter Investment Management first reported a position in Public Storage in Q3 2014 and has held it in 16 quarters since.
Jupiter Investment Management's Public Storage position peaked at $230M in Q4 2018.
719 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.