PHH Investments’s Public Storage PSA Stock Holding History

PHH 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
2019 Q4	$880K	Sell	4,131 -124	-3%	-$27.5K	0.23%	61
2019 Q3	$1.04M	Buy	4,255 +737	+21%	+$185K	0.29%	53
2019 Q2	$838K	Buy	+3,518	New	+$807K	0.24%	61
2019 Q1	–	Hold	0	–	–	–	64
2018 Q4	–	Hold	0	–	–	–	69
2018 Q3	–	Hold	0	–	–	–	65
2018 Q2	–	Hold	0	–	–	–	50
2018 Q1	–	Hold	0	–	–	–	57
2017 Q4	–	Sell	-4,862	Closed	-$1.03M	–	54
2017 Q3	$1.04M	Buy	+4,862	New	+$1.01M	0.35%	48
2017 Q2	–	Sell	-5,400	Closed	-$1.16M	–	46
2017 Q1	$1.18M	Buy	+5,400	New	+$1.2M	0.43%	36

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PHH Investments's PSA Position: Q4 2019 in Review

PHH Investments reduced its Public Storage (PSA) stake by 2.9% in Q4 2019, selling an estimated $27.5K and leaving 4,131 shares worth $880K. The position accounts for 0.23% of the portfolio, ranked #61.

PHH Investments first reported a position in PSA in Q1 2017 and has held it in 5 quarters since. The position peaked at $1.18M in Q1 2017. 757 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

PHH Investments held 4,131 shares of Public Storage worth $880K as of Q4 2019.
PHH Investments sold 124 Public Storage shares in Q4 2019, an estimated $27.5K.
Public Storage made up 0.23% of PHH Investments's portfolio in Q4 2019, its #61 holding.
PHH Investments first reported a position in Public Storage in Q1 2017 and has held it in 5 quarters since.
PHH Investments's Public Storage position peaked at $1.18M in Q1 2017.
757 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.