Security National Bank of So Dak’s Extra Space Storage EXR Stock Holding History

Security National Bank of So Dak’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 Q1	–	Sell	-2,637	Closed	-$598K	–	105
2021 Q4	$598K	Sell	2,637 -11,727	-82%	-$2.32M	0.4%	65
2021 Q3	$2.41M	Buy	14,364 +1,041	+8%	+$184K	1.85%	14
2021 Q2	$2.18M	Sell	13,323 -839	-6%	-$126K	1.67%	20
2021 Q1	$1.88M	Buy	14,162 +220	+2%	+$26.6K	1.56%	22
2020 Q4	$1.61M	Buy	13,942 +140	+1%	+$15.9K	1.43%	27
2020 Q3	$1.48M	Sell	13,802 -23	-0.2%	-$2.38K	1.49%	24
2020 Q2	$1.28M	Buy	13,825 +305	+2%	+$28.4K	1.46%	28
2020 Q1	$1.29M	Sell	13,520 -410	-3%	-$42.7K	1.72%	20
2019 Q4	$1.47M	Buy	13,930 +480	+4%	+$52.3K	1.49%	26
2019 Q3	$1.57M	Buy	13,450 +30	+0.2%	+$3.47K	1.83%	20
2019 Q2	$1.42M	Buy	13,420 +310	+2%	+$32.6K	1.68%	22
2019 Q1	$1.34M	Sell	13,110 -70	-0.5%	-$6.72K	1.67%	19
2018 Q4	$1.19M	Sell	13,180 -130	-1%	-$11.8K	1.55%	24
2018 Q3	$1.15M	Sell	13,310 -300	-2%	-$27.9K	1.33%	33
2018 Q2	$1.36M	Sell	13,610 -290	-2%	-$27K	1.58%	21
2018 Q1	$1.21M	Buy	13,900 +195	+1%	+$16.4K	1.39%	27
2017 Q4	$1.2M	Sell	13,705 -210	-2%	-$17.7K	1.3%	34
2017 Q3	$1.11M	Buy	+13,915	New	+$1.08M	1.28%	37

Other funds holding EXR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Security National Bank of So Dak's EXR Position: Q1 2022 in Review

Security National Bank of So Dak sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 2,637 shares — an estimated $598K sold.

Security National Bank of So Dak first reported a position in EXR in Q3 2017 and held it in 18 quarters. The position peaked at $2.41M in Q3 2021. 657 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

Security National Bank of So Dak reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
Security National Bank of So Dak sold 2,637 Extra Space Storage shares in Q1 2022, an estimated $598K.
Security National Bank of So Dak first reported a position in Extra Space Storage in Q3 2017 and held it in 18 quarters.
Security National Bank of So Dak's Extra Space Storage position peaked at $2.41M in Q3 2021.
657 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

Based on Security National Bank of So Dak's 13F filing for Q1 2022, filed 2 May 2022.