Stoneridge Investment Partners’s Public Storage PSA Stock Holding History

Stoneridge Investment Partners’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
2020 Q4	–	Sell	-8,886	Closed	-$1.98M	–	123
2020 Q3	$1.98M	Buy	8,886 +1,162	+15%	+$237K	1.31%	21
2020 Q2	$1.48M	Buy	7,724 +6,484	+523%	+$1.25M	0.62%	52
2020 Q1	$246K	Hold	1,240	–	–	0.11%	106
2019 Q4	$264K	Buy	+1,240	New	+$275K	0.09%	125
2019 Q2	–	Sell	-3,471	Closed	-$756K	–	141
2019 Q1	$756K	Buy	+3,471	New	+$726K	0.22%	94

Other funds holding PSA

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AAMU

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

Stoneridge Investment Partners's PSA Position: Q4 2020 in Review

Stoneridge Investment Partners sold out of Public Storage (PSA) in Q4 2020, closing a stake of 8,886 shares — an estimated $1.98M sold.

Stoneridge Investment Partners first reported a position in PSA in Q1 2019 and held it in 5 quarters. The position peaked at $1.98M in Q3 2020. 792 funds tracked by Wall St. Rank hold PSA as of Q4 2020.

Stoneridge Investment Partners reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
Stoneridge Investment Partners sold 8,886 Public Storage shares in Q4 2020, an estimated $1.98M.
Stoneridge Investment Partners first reported a position in Public Storage in Q1 2019 and held it in 5 quarters.
Stoneridge Investment Partners's Public Storage position peaked at $1.98M in Q3 2020.
792 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Stoneridge Investment Partners's 13F filing for Q4 2020, filed 2 Feb 2021.