McLean Asset Management’s Extra Space Storage EXR Stock Holding History

McLean Asset Management’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
2023 Q1	–	Sell	-1,406	Closed	-$207K	–	135
2022 Q4	$207K	Hold	1,406	–	–	0.07%	128
2022 Q3	$232K	Hold	1,406	–	–	0.09%	109
2022 Q2	$245K	Hold	1,406	–	–	0.1%	100
2022 Q1	$289K	Hold	1,406	–	–	0.21%	82
2021 Q4	$298K	Hold	1,406	–	–	0.12%	95
2021 Q3	$263K	Buy	1,406 +114	+9%	+$20.2K	0.1%	103
2021 Q2	$222K	Buy	+1,292	New	+$194K	0.1%	104

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

McLean Asset Management's EXR Position: Q1 2023 in Review

McLean Asset Management sold out of Extra Space Storage (EXR) in Q1 2023, closing a stake of 1,406 shares — an estimated $207K sold.

McLean Asset Management first reported a position in EXR in Q2 2021 and held it in 7 quarters. The position peaked at $298K in Q4 2021. 578 funds tracked by Wall St. Rank hold EXR as of Q1 2023.

McLean Asset Management reported no remaining Extra Space Storage position as of Q1 2023 after selling out during the quarter.
McLean Asset Management sold 1,406 Extra Space Storage shares in Q1 2023, an estimated $207K.
McLean Asset Management first reported a position in Extra Space Storage in Q2 2021 and held it in 7 quarters.
McLean Asset Management's Extra Space Storage position peaked at $298K in Q4 2021.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2023.

Based on McLean Asset Management's 13F filing for Q1 2023, filed 11 Apr 2023.