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Schwerin Boyle Capital Management’s Public Storage PSA Stock Holding History

Schwerin Boyle Capital Management’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-12,000
Closed -$2.51M – 65
2017
Q4 		$2.51M Buy
+12,000
New +$2.54M 0.27% 52
2015
Q4 		– Sell
-9,600
Closed -$2.03M – 70
2015
Q3 		$2.03M Buy
+9,600
New +$1.96M 0.29% 53

Other funds holding PSA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schwerin Boyle Capital Management's PSA Position: Q1 2018 in Review

Schwerin Boyle Capital Management sold out of Public Storage (PSA) in Q1 2018, closing a stake of 12,000 shares — an estimated $2.51M sold.

Schwerin Boyle Capital Management first reported a position in PSA in Q3 2015 and held it in 2 quarters. The position peaked at $2.51M in Q4 2017. 677 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • Schwerin Boyle Capital Management reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • Schwerin Boyle Capital Management sold 12,000 Public Storage shares in Q1 2018, an estimated $2.51M.
  • Schwerin Boyle Capital Management first reported a position in Public Storage in Q3 2015 and held it in 2 quarters.
  • Schwerin Boyle Capital Management's Public Storage position peaked at $2.51M in Q4 2017.
  • 677 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Schwerin Boyle Capital Management's 13F filing for Q1 2018, filed 15 May 2018.