Lourd Capital’s Extra Space Storage EXR Stock Holding History

Lourd Capital’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,537	Closed	-$230K	–	183
2018 Q4	$230K	Buy	2,537 +21	+0.8%	+$1.91K	0.02%	248
2018 Q3	$218K	Buy	+2,516	New	+$234K	0.01%	290
2018 Q1	–	Sell	-3,984	Closed	-$348K	–	187
2017 Q4	$348K	Buy	+3,984	New	+$336K	0.02%	207

Other funds holding EXR

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Lourd Capital's EXR Position: Q1 2019 in Review

Lourd Capital sold out of Extra Space Storage (EXR) in Q1 2019, closing a stake of 2,537 shares — an estimated $230K sold.

Lourd Capital first reported a position in EXR in Q4 2017 and held it in 3 quarters. The position peaked at $348K in Q4 2017. 445 funds tracked by Wall St. Rank hold EXR as of Q1 2019.

Lourd Capital reported no remaining Extra Space Storage position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 2,537 Extra Space Storage shares in Q1 2019, an estimated $230K.
Lourd Capital first reported a position in Extra Space Storage in Q4 2017 and held it in 3 quarters.
Lourd Capital's Extra Space Storage position peaked at $348K in Q4 2017.
445 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.