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Symons Capital Management’s Public Storage PSA Stock Holding History

Symons Capital Management’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
Q3 		– Sell
-12,018
Closed -$2.31M – 86
2020
Q2 		$2.31M Sell
12,018
-3,262
-21% -$629K 1.46% 30
2020
Q1 		$3.03M Sell
15,280
-581
-4% -$124K 1.77% 27
2019
Q4 		$3.38M Sell
15,861
-3,446
-18% -$765K 1.75% 28
2019
Q3 		$4.74M Sell
19,307
-3,054
-14% -$767K 2.18% 24
2019
Q2 		$5.33M Sell
22,361
-14,742
-40% -$3.38M 2.21% 23
2019
Q1 		$8.08M Sell
37,103
-435
-1% -$91K 3.48% 10
2018
Q4 		$7.6M Sell
37,538
-3,152
-8% -$643K 3.16% 10
2018
Q3 		$8.2M Sell
40,690
-2,336
-5% -$504K 2.72% 17
2018
Q2 		$9.76M Sell
43,026
-6,476
-13% -$1.35M 3.34% 11
2018
Q1 		$9.92M Sell
49,502
-4,860
-9% -$947K 3.01% 15
2017
Q4 		$11.4M Sell
54,362
-11,029
-17% -$2.33M 3.24% 12
2017
Q3 		$14M Sell
65,391
-15,287
-19% -$3.16M 3.53% 11
2017
Q2 		$16.8M Sell
80,678
-1,531
-2% -$329K 4.1% 6
2017
Q1 		$18M Sell
82,209
-1,835
-2% -$406K 4.45% 5
2016
Q4 		$18.8M Buy
+84,044
New +$17.9M 4.57% 8
2016
Q2 		– Sell
-46,036
Closed -$12.7M – 71
2016
Q1 		$12.7M Buy
46,036
+424
+0.9% +$107K 3.16% 18
2015
Q4 		$11.3M Buy
45,612
+282
+0.6% +$66K 2.78% 22
2015
Q3 		$9.59M Sell
45,330
-3,258
-7% -$664K 2.58% 23
2015
Q2 		$8.96M Buy
+48,588
New +$9.32M 2.23% 26

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symons Capital Management's PSA Position: Q3 2020 in Review

Symons Capital Management sold out of Public Storage (PSA) in Q3 2020, closing a stake of 12,018 shares — an estimated $2.31M sold.

Symons Capital Management first reported a position in PSA in Q2 2015 and held it in 19 quarters. The position peaked at $18.8M in Q4 2016. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

  • Symons Capital Management reported no remaining Public Storage position as of Q3 2020 after selling out during the quarter.
  • Symons Capital Management sold 12,018 Public Storage shares in Q3 2020, an estimated $2.31M.
  • Symons Capital Management first reported a position in Public Storage in Q2 2015 and held it in 19 quarters.
  • Symons Capital Management's Public Storage position peaked at $18.8M in Q4 2016.
  • 727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Symons Capital Management's 13F filing for Q3 2020, filed 2 Nov 2020.