SRIM
PSA.PRS.CL

Saratoga Research & Investment Management’s Public Storage PSA.PRS.CL Stock Holding History

Saratoga Research & Investment Management’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-23,580
Closed -$592K – 47
2017
Q2 		$592K Sell
23,580
-145
-0.6% -$3.66K 0.05% 31
2017
Q1 		$598K Sell
23,725
-160
-0.7% -$4.02K 0.05% 31
2016
Q4 		$589K Sell
23,885
-2,610
-10% -$65.4K 0.05% 31
2016
Q3 		$674K Sell
26,495
-275
-1% -$7.06K 0.06% 31
2016
Q2 		$695K Hold
26,770
– – 0.06% 31
2016
Q1 		$690K Hold
26,770
– – 0.06% 35
2015
Q4 		$693K Sell
26,770
-1,985
-7% -$50.9K 0.07% 35
2015
Q3 		$726K Sell
28,755
-2,165
-7% -$54.7K 0.07% 35
2015
Q2 		$767K Sell
30,920
-390
-1% -$9.91K 0.07% 36
2015
Q1 		$805K Buy
31,310
+475
+2% +$12.2K 0.08% 36
2014
Q4 		$780K Sell
30,835
-475
-2% -$12K 0.07% 36
2014
Q3 		$777K Hold
31,310
– – 0.08% 34
2014
Q2 		$763K Hold
31,310
– – 0.08% 36
2014
Q1 		$741K Hold
31,310
– – 0.08% 37
2013
Q4 		$676K Sell
31,310
-1,950
-6% -$43K 0.07% 36
2013
Q3 		$758K Sell
33,260
-505
-1% -$11.8K 0.09% 35
2013
Q2 		$844K Buy
+33,765
New +$879K 0.1% 37

Other funds holding PSA.PRS.CL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Saratoga Research & Investment Management's PSA.PRS.CL Position: Q3 2017 in Review

Saratoga Research & Investment Management sold out of Public Storage (PSA.PRS.CL) in Q3 2017, closing a stake of 23,580 shares — an estimated $592K sold.

Saratoga Research & Investment Management first reported a position in PSA.PRS.CL in Q2 2013 and held it in 17 quarters. The position peaked at $844K in Q2 2013. 1 fund tracked by Wall St. Rank holds PSA.PRS.CL as of Q3 2017.

  • Saratoga Research & Investment Management reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 23,580 Public Storage shares in Q3 2017, an estimated $592K.
  • Saratoga Research & Investment Management first reported a position in Public Storage in Q2 2013 and held it in 17 quarters.
  • Saratoga Research & Investment Management's Public Storage position peaked at $844K in Q2 2013.
  • 1 fund tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Saratoga Research & Investment Management's 13F filing for Q3 2017, filed 24 Oct 2017.