Lodestar Investment Counsel’s Public Storage PSA Stock Holding History

Lodestar Investment Counsel’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
2019 Q2	$3.96M	Sell	16,645 -350	-2%	-$80.3K	0.41%	59
2019 Q1	$3.7M	Sell	16,995 -100	-0.6%	-$20.9K	0.4%	59
2018 Q4	$3.46M	Buy	17,095 +205	+1%	+$41.8K	0.42%	57
2018 Q3	$3.41M	Buy	16,890 +2,150	+15%	+$464K	0.37%	57
2018 Q2	$3.34M	Buy	14,740 +130	+0.9%	+$27.1K	0.39%	57
2018 Q1	$2.93M	Buy	14,610 +3,410	+30%	+$664K	0.34%	60
2017 Q4	$2.34M	Buy	11,200 +1,320	+13%	+$279K	0.27%	64
2017 Q3	$2.11M	Buy	+9,880	New	+$2.04M	0.26%	63

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lodestar Investment Counsel's PSA Position: Q2 2019 in Review

Lodestar Investment Counsel reduced its Public Storage (PSA) stake by 2.1% in Q2 2019, selling an estimated $80.3K and leaving 16,645 shares worth $3.96M. The position accounts for 0.41% of the portfolio, ranked #59.

Lodestar Investment Counsel first reported a position in PSA in Q3 2017 and has held it in 8 quarters since. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

Lodestar Investment Counsel held 16,645 shares of Public Storage worth $3.96M as of Q2 2019.
Lodestar Investment Counsel sold 350 Public Storage shares in Q2 2019, an estimated $80.3K.
Public Storage made up 0.41% of Lodestar Investment Counsel's portfolio in Q2 2019, its #59 holding.
Lodestar Investment Counsel first reported a position in Public Storage in Q3 2017 and has held it in 8 quarters since.
699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.