Quantum Capital Management (California)’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$120K Buy
+543
New +$111K 0.13% 100
2018
Q4
Sell
-5,023
Closed -$1.01M 201
2018
Q3
$1.01M Sell
5,023
-42
-0.8% -$9.06K 0.36% 93
2018
Q2
$1.15M Sell
5,065
-1,813
-26% -$377K 0.44% 85
2018
Q1
$1.38M Buy
6,878
+2,164
+46% +$422K 0.33% 66
2017
Q4
$985K Sell
4,714
-1,464
-24% -$309K 0.24% 88
2017
Q3
$1.32M Buy
6,178
+112
+2% +$23.2K 0.31% 64
2017
Q2
$1.26M Buy
6,066
+2,212
+57% +$476K 0.31% 66
2017
Q1
$844K Buy
3,854
+296
+8% +$65.6K 0.21% 79
2016
Q4
$795K Sell
3,558
-226
-6% -$48.1K 0.21% 87
2016
Q3
$844K Buy
+3,784
New +$884K 0.24% 87

Other funds holding PSA

Quantum Capital Management (California)'s PSA Position: Q3 2020 in Review

Quantum Capital Management (California) opened a new position in Public Storage (PSA) in Q3 2020: 543 shares worth $120K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings. This is a return to the name: Quantum Capital Management (California) previously reported a position in PSA as recently as Q3 2018.

Quantum Capital Management (California) first reported a position in PSA in Q3 2016 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2018. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

  • Quantum Capital Management (California) held 543 shares of Public Storage worth $120K as of Q3 2020.
  • Public Storage was a new Quantum Capital Management (California) position in Q3 2020.
  • Public Storage made up 0.13% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #100 holding.
  • Quantum Capital Management (California) first reported a position in Public Storage in Q3 2016 and has held it in 10 quarters since.
  • Quantum Capital Management (California)'s Public Storage position peaked at $1.38M in Q1 2018.
  • 727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.