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Swaine & Leidel Wealth Services’s Public Storage PSA Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		– Sell
-13,493
Closed -$2.87M – 62
2019
Q4 		$2.87M Buy
+13,493
New +$2.99M 2.4% 24
2019
Q1 		– Sell
-7,767
Closed -$1.62M – 62
2018
Q4 		$1.62M Buy
+7,767
New +$1.59M 2.57% 13

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Swaine & Leidel Wealth Services's PSA Position: Q1 2020 in Review

Swaine & Leidel Wealth Services sold out of Public Storage (PSA) in Q1 2020, closing a stake of 13,493 shares — an estimated $2.87M sold.

Swaine & Leidel Wealth Services first reported a position in PSA in Q4 2018 and held it in 2 quarters. The position peaked at $2.87M in Q4 2019. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

  • Swaine & Leidel Wealth Services reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
  • Swaine & Leidel Wealth Services sold 13,493 Public Storage shares in Q1 2020, an estimated $2.87M.
  • Swaine & Leidel Wealth Services first reported a position in Public Storage in Q4 2018 and held it in 2 quarters.
  • Swaine & Leidel Wealth Services's Public Storage position peaked at $2.87M in Q4 2019.
  • 722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2020, filed 13 May 2020.