Sonora Investment Management Group’s Extra Space Storage EXR Stock Holding History

Sonora Investment Management Group’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
2023 Q2	–	Sell	-1,256	Closed	-$205K	–	270
2023 Q1	$205K	Buy	+1,256	New	+$197K	0.02%	248
2022 Q4	–	Sell	-1,230	Closed	-$209K	–	272
2022 Q3	$209K	Hold	1,230	–	–	0.03%	187
2022 Q2	$209K	Buy	1,230 +6	+0.5%	+$1.11K	0.02%	220
2022 Q1	$252K	Buy	1,224 +5	+0.4%	+$994	0.03%	180
2021 Q4	$276K	Buy	+1,219	New	+$242K	0.03%	177

Other funds holding EXR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management Group's EXR Position: Q2 2023 in Review

Sonora Investment Management Group sold out of Extra Space Storage (EXR) in Q2 2023, closing a stake of 1,256 shares — an estimated $205K sold.

Sonora Investment Management Group first reported a position in EXR in Q4 2021 and held it in 5 quarters. The position peaked at $276K in Q4 2021. 578 funds tracked by Wall St. Rank hold EXR as of Q2 2023.

Sonora Investment Management Group reported no remaining Extra Space Storage position as of Q2 2023 after selling out during the quarter.
Sonora Investment Management Group sold 1,256 Extra Space Storage shares in Q2 2023, an estimated $205K.
Sonora Investment Management Group first reported a position in Extra Space Storage in Q4 2021 and held it in 5 quarters.
Sonora Investment Management Group's Extra Space Storage position peaked at $276K in Q4 2021.
578 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2023.

Based on Sonora Investment Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.