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Oakbrook Investments’s Public Storage PSA Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-1,639
Closed -$349K – 412
2019
Q4 		$349K Sell
1,639
-2,608
-61% -$579K 0.07% 422
2019
Q3 		$1.04M Sell
4,247
-900
-17% -$226K 0.07% 227
2019
Q2 		$1.23M Sell
5,147
-226
-4% -$51.8K 0.07% 222
2019
Q1 		$1.17M Sell
5,373
-100
-2% -$20.9K 0.07% 224
2018
Q4 		$1.11M Sell
5,473
-735
-12% -$150K 0.08% 201
2018
Q3 		$1.25M Buy
6,208
+50
+0.8% +$10.8K 0.07% 249
2018
Q2 		$1.4M Sell
6,158
-760
-11% -$158K 0.09% 162
2018
Q1 		$1.39M Buy
6,918
+200
+3% +$39K 0.09% 182
2017
Q4 		$1.4M Sell
6,718
-180
-3% -$38K 0.09% 166
2017
Q3 		$1.48M Buy
6,898
+500
+8% +$103K 0.1% 167
2017
Q2 		$1.33M Sell
6,398
-550
-8% -$118K 0.09% 162
2017
Q1 		$1.52M Sell
6,948
-100
-1% -$22.1K 0.1% 165
2016
Q4 		$1.57M Sell
7,048
-800
-10% -$170K 0.1% 169
2016
Q3 		$1.75M Sell
7,848
-800
-9% -$187K 0.11% 164
2016
Q2 		$2.21M Buy
8,648
+525
+6% +$135K 0.12% 155
2016
Q1 		$2.24M Sell
8,123
-200
-2% -$50.5K 0.14% 132
2015
Q4 		$2.06M Sell
8,323
-520
-6% -$122K 0.13% 139
2015
Q3 		$1.87M Buy
8,843
+100
+1% +$20.4K 0.12% 154
2015
Q2 		$1.61M Sell
8,743
-1,500
-15% -$288K 0.1% 192
2015
Q1 		$2.02M Sell
10,243
-425
-4% -$84.2K 0.11% 183
2014
Q4 		$1.97M Sell
10,668
-800
-7% -$145K 0.11% 173
2014
Q3 		$1.9M Sell
11,468
-11,530
-50% -$1.98M 0.1% 190
2014
Q2 		$3.94M Buy
22,998
+145
+0.6% +$24.9K 0.12% 186
2014
Q1 		$3.85M Sell
22,853
-3,950
-15% -$639K 0.12% 188
2013
Q4 		$4.03M Sell
26,803
-1,199
-4% -$192K 0.11% 200
2013
Q3 		$4.5M Sell
28,002
-1,750
-6% -$277K 0.13% 174
2013
Q2 		$4.56M Buy
+29,752
New +$4.69M 0.13% 177

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Oakbrook Investments's PSA Position: Q1 2020 in Review

Oakbrook Investments sold out of Public Storage (PSA) in Q1 2020, closing a stake of 1,639 shares — an estimated $349K sold.

Oakbrook Investments first reported a position in PSA in Q2 2013 and held it in 27 quarters. The position peaked at $4.56M in Q2 2013. 723 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

  • Oakbrook Investments reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 1,639 Public Storage shares in Q1 2020, an estimated $349K.
  • Oakbrook Investments first reported a position in Public Storage in Q2 2013 and held it in 27 quarters.
  • Oakbrook Investments's Public Storage position peaked at $4.56M in Q2 2013.
  • 723 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.