Kaizen Advisory’s Public Storage PSA Stock Holding History

Kaizen Advisory’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
2018 Q4	$85K	Buy	421 +79	+23%	+$16.1K	0.06%	247
2018 Q3	$69K	Hold	342	–	–	0.04%	281
2018 Q2	$78K	Buy	342 +199	+139%	+$41.4K	0.04%	267
2018 Q1	$29K	Hold	143	–	–	0.03%	273
2017 Q4	$30K	Buy	+143	New	+$30.2K	0.02%	261

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

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

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

AAMU

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

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

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

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

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

Kaizen Advisory's PSA Position: Q4 2018 in Review

Kaizen Advisory increased its Public Storage (PSA) stake by 23% in Q4 2018, buying an estimated $16.1K and bringing the position to 421 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #247.

Kaizen Advisory first reported a position in PSA in Q4 2017 and has held it in 5 quarters since. 705 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

Kaizen Advisory held 421 shares of Public Storage worth $85K as of Q4 2018.
Kaizen Advisory bought 79 Public Storage shares in Q4 2018, an estimated $16.1K.
Public Storage made up 0.06% of Kaizen Advisory's portfolio in Q4 2018, its #247 holding.
Kaizen Advisory first reported a position in Public Storage in Q4 2017 and has held it in 5 quarters since.
705 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.