Psagot Value Holdings’s Extra Space Storage EXR Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-2	Closed	–	–	560
2023 Q3	$0	Buy	+2	New	+$268	﹤0.01%	547
2014 Q2	–	Sell	-3,885	Closed	-$188K	–	421
2014 Q1	$188K	Sell	3,885 -1,190	-23%	-$55.2K	0.01%	259
2013 Q4	$214K	Sell	5,075 -2,675	-35%	-$118K	0.01%	264
2013 Q3	$355K	Buy	+7,750	New	+$336K	0.01%	235

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Psagot Value Holdings's EXR Position: Q4 2023 in Review

Psagot Value Holdings sold out of Extra Space Storage (EXR) in Q4 2023, closing a stake of 2 shares.

Psagot Value Holdings first reported a position in EXR in Q3 2013 and held it in 4 quarters. The position peaked at $355K in Q3 2013. 713 funds tracked by Wall St. Rank hold EXR as of Q4 2023.

Psagot Value Holdings reported no remaining Extra Space Storage position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 2 Extra Space Storage shares in Q4 2023.
Psagot Value Holdings first reported a position in Extra Space Storage in Q3 2013 and held it in 4 quarters.
Psagot Value Holdings's Extra Space Storage position peaked at $355K in Q3 2013.
713 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.