STCOSD
EXR icon

Sageworth Trust Company of South Dakota’s Extra Space Storage EXR Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-5
Closed -$1K – 371
2022
Q2 		$1K Hold
5
– – ﹤0.01% 466
2022
Q1 		$1K Sell
5
-22
-81% -$4.37K ﹤0.01% 504
2021
Q4 		$6K Buy
+27
New +$5.35K 0.01% 486

Other funds holding EXR

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sageworth Trust Company of South Dakota's EXR Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Extra Space Storage (EXR) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in EXR in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 629 funds tracked by Wall St. Rank hold EXR as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Extra Space Storage position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 5 Extra Space Storage shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Extra Space Storage in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Extra Space Storage position peaked at $6K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held Extra Space Storage as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.