Optimal Asset Management’s Public Storage PSA Stock Holding History

Optimal Asset Management’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
2021 Q1	–	Sell	-30,383	Closed	-$7.02M	–	409
2020 Q4	$7.02M	Buy	30,383 +1	+0%	+$229	1%	6
2020 Q3	$6.77M	Buy	30,382 +1,927	+7%	+$394K	0.98%	8
2020 Q2	$5.46M	Sell	28,455 -15,575	-35%	-$3M	0.89%	9
2020 Q1	$8.74K	Buy	44,030 +27,032	+159%	+$5.79M	0.82%	12
2019 Q4	$3.62M	Buy	+16,998	New	+$3.77M	0.55%	41

Other funds holding PSA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimal Asset Management's PSA Position: Q1 2021 in Review

Optimal Asset Management sold out of Public Storage (PSA) in Q1 2021, closing a stake of 30,383 shares — an estimated $7.02M sold.

Optimal Asset Management first reported a position in PSA in Q4 2019 and held it in 5 quarters. The position peaked at $7.02M in Q4 2020. 801 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

Optimal Asset Management reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
Optimal Asset Management sold 30,383 Public Storage shares in Q1 2021, an estimated $7.02M.
Optimal Asset Management first reported a position in Public Storage in Q4 2019 and held it in 5 quarters.
Optimal Asset Management's Public Storage position peaked at $7.02M in Q4 2020.
801 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on Optimal Asset Management's 13F filing for Q1 2021, filed 17 May 2021.