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Sargent Bickham Lagudis’s Extra Space Storage EXR Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$2.21K Hold
15
– – ﹤0.01% 906
2022
Q3 		$3K Sell
15
-10
-40% -$1.89K ﹤0.01% 842
2022
Q2 		$4K Buy
25
+10
+67% +$1.85K ﹤0.01% 821
2022
Q1 		$3K Hold
15
– – ﹤0.01% 844
2021
Q4 		$3K Hold
15
– – ﹤0.01% 853
2021
Q3 		$3K Hold
15
– – ﹤0.01% 851
2021
Q2 		$2K Hold
15
– – ﹤0.01% 863
2021
Q1 		$2K Hold
15
– – ﹤0.01% 857
2020
Q4 		$2K Hold
15
– – ﹤0.01% 808
2020
Q3 		$2K Buy
+15
New +$1.55K ﹤0.01% 726

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Sargent Bickham Lagudis's EXR Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Extra Space Storage (EXR) position steady in Q4 2022 at 15 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Sargent Bickham Lagudis first reported a position in EXR in Q3 2020 and has held it in 10 quarters since. The position peaked at $4K in Q2 2022. 589 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

  • Sargent Bickham Lagudis held 15 shares of Extra Space Storage worth $2.21K as of Q4 2022.
  • Sargent Bickham Lagudis left its Extra Space Storage share count unchanged in Q4 2022.
  • Extra Space Storage made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #906 holding.
  • Sargent Bickham Lagudis first reported a position in Extra Space Storage in Q3 2020 and has held it in 10 quarters since.
  • Sargent Bickham Lagudis's Extra Space Storage position peaked at $4K in Q2 2022.
  • 589 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.