Security National Bank of Sioux City Iowa’s Extra Space Storage EXR Stock Holding History

Security National Bank of Sioux City Iowa’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	$397K	Hold	2,700	–	–	0.3%	72
2022 Q3	$466K	Hold	2,700	–	–	0.42%	62
2022 Q2	$459K	Sell	2,700 -120	-4%	-$22.2K	0.39%	63
2022 Q1	$580K	Sell	2,820 -140	-5%	-$27.8K	0.43%	59
2021 Q4	$671K	Sell	2,960 -9,623	-76%	-$1.91M	0.46%	59
2021 Q3	$2.11M	Sell	12,583 -1,581	-11%	-$279K	1.63%	23
2021 Q2	$2.32M	Buy	14,164 +861	+6%	+$129K	1.82%	13
2021 Q1	$1.76M	Buy	13,303 +1,364	+11%	+$165K	1.42%	27
2020 Q4	$1.38M	Sell	11,939 -290	-2%	-$33K	1.19%	36
2020 Q3	$1.31M	Sell	12,229 -330	-3%	-$34.1K	1.23%	30
2020 Q2	$1.16M	Sell	12,559 -125	-1%	-$11.6K	1.25%	35
2020 Q1	$1.22M	Buy	12,684 +3,280	+35%	+$342K	1.57%	22
2019 Q4	$994K	Sell	9,404 -200	-2%	-$21.8K	0.98%	43
2019 Q3	$1.12M	Buy	9,604 +170	+2%	+$19.7K	1.29%	28
2019 Q2	$1M	Sell	9,434 -1,030	-10%	-$108K	1.18%	31
2019 Q1	$1.07M	Sell	10,464 -6,726	-39%	-$646K	1.23%	31
2018 Q4	$1.55M	Sell	17,190 -60	-0.3%	-$5.46K	1.61%	22
2018 Q3	$1.5M	Sell	17,250 -90	-0.5%	-$8.36K	1.32%	32
2018 Q2	$1.73M	Sell	17,340 -100	-0.6%	-$9.31K	1.62%	19
2018 Q1	$1.52M	Sell	17,440 -100	-0.6%	-$8.41K	1.43%	28
2017 Q4	$1.53M	Buy	17,540 +150	+0.9%	+$12.6K	1.39%	30
2017 Q3	$1.39M	Buy	+17,390	New	+$1.35M	1.36%	31

Other funds holding EXR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Security National Bank of Sioux City Iowa's EXR Position: Q4 2022 in Review

Security National Bank of Sioux City Iowa held its Extra Space Storage (EXR) position steady in Q4 2022 at 2,700 shares worth $397K. The position accounts for 0.3% of the portfolio, ranked #72.

Security National Bank of Sioux City Iowa first reported a position in EXR in Q3 2017 and has held it in 22 quarters since. The position peaked at $2.32M in Q2 2021. 590 funds tracked by Wall St. Rank hold EXR as of Q4 2022.

Security National Bank of Sioux City Iowa held 2,700 shares of Extra Space Storage worth $397K as of Q4 2022.
Security National Bank of Sioux City Iowa left its Extra Space Storage share count unchanged in Q4 2022.
Extra Space Storage made up 0.3% of Security National Bank of Sioux City Iowa's portfolio in Q4 2022, its #72 holding.
Security National Bank of Sioux City Iowa first reported a position in Extra Space Storage in Q3 2017 and has held it in 22 quarters since.
Security National Bank of Sioux City Iowa's Extra Space Storage position peaked at $2.32M in Q2 2021.
590 funds tracked by Wall St. Rank held Extra Space Storage as of Q4 2022.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2022, filed 16 Feb 2023.