McDonald Partners’s Extra Space Storage EXR Stock Holding History

McDonald Partners’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
2022 Q1	–	Sell	-104	Closed	-$23.6K	–	435
2021 Q4	$23.6K	Buy	+104	New	+$20.6K	0.02%	134

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

McDonald Partners's EXR Position: Q1 2022 in Review

McDonald Partners sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 104 shares — an estimated $23.6K sold.

McDonald Partners first reported a position in EXR in Q4 2021 and held it in 1 quarter. The position peaked at $23.6K in Q4 2021. 656 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

McDonald Partners reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 104 Extra Space Storage shares in Q1 2022, an estimated $23.6K.
McDonald Partners first reported a position in Extra Space Storage in Q4 2021 and held it in 1 quarter.
McDonald Partners's Extra Space Storage position peaked at $23.6K in Q4 2021.
656 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.