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Klingman & Associates’s Public Storage PSA Stock Holding History

Klingman & Associates’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
Q4 		– Sell
-982
Closed -$219K – 154
2020
Q3 		$219K Buy
+982
New +$201K 0.03% 132
2020
Q1 		– Sell
-952
Closed -$203K – 133
2019
Q4 		$203K Hold
952
– – 0.03% 134
2019
Q3 		$233K Buy
+952
New +$239K 0.04% 111

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Klingman & Associates's PSA Position: Q4 2020 in Review

Klingman & Associates sold out of Public Storage (PSA) in Q4 2020, closing a stake of 982 shares — an estimated $219K sold.

Klingman & Associates first reported a position in PSA in Q3 2019 and held it in 3 quarters. The position peaked at $233K in Q3 2019. 792 funds tracked by Wall St. Rank hold PSA as of Q4 2020.

  • Klingman & Associates reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
  • Klingman & Associates sold 982 Public Storage shares in Q4 2020, an estimated $219K.
  • Klingman & Associates first reported a position in Public Storage in Q3 2019 and held it in 3 quarters.
  • Klingman & Associates's Public Storage position peaked at $233K in Q3 2019.
  • 792 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Klingman & Associates's 13F filing for Q4 2020, filed 9 Feb 2021.