Lourd Capital’s Public Storage PSA Stock Holding History

Lourd Capital’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 Q1	–	Sell	-2,695	Closed	-$545K	–	249
2018 Q4	$545K	Buy	2,695 +70	+3%	+$14.3K	0.04%	109
2018 Q3	$529K	Buy	+2,625	New	+$567K	0.03%	123
2018 Q1	–	Sell	-5,611	Closed	-$1.17M	–	279
2017 Q4	$1.17M	Buy	+5,611	New	+$1.19M	0.08%	60

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lourd Capital's PSA Position: Q1 2019 in Review

Lourd Capital sold out of Public Storage (PSA) in Q1 2019, closing a stake of 2,695 shares — an estimated $545K sold.

Lourd Capital first reported a position in PSA in Q4 2017 and held it in 3 quarters. The position peaked at $1.17M in Q4 2017. 727 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

Lourd Capital reported no remaining Public Storage position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 2,695 Public Storage shares in Q1 2019, an estimated $545K.
Lourd Capital first reported a position in Public Storage in Q4 2017 and held it in 3 quarters.
Lourd Capital's Public Storage position peaked at $1.17M in Q4 2017.
727 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

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