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Winton Capital Management’s Extra Space Storage EXR Stock Holding History

Winton Capital Management’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
2014
Q1 		$1.69M Sell
34,812
-14,788
-30% -$685K 0.01% 474
2013
Q4 		$2.09M Sell
49,600
-11,972
-19% -$528K 0.02% 452
2013
Q3 		$2.82M Sell
61,572
-19,946
-24% -$864K 0.03% 383
2013
Q2 		$3.42M Buy
+81,518
New +$3.45M 0.04% 340

Other funds holding EXR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Winton Capital Management's EXR Position: Q1 2014 in Review

Winton Capital Management reduced its Extra Space Storage (EXR) stake by 30% in Q1 2014, selling an estimated $685K and leaving 34,812 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #474.

Winton Capital Management first reported a position in EXR in Q2 2013 and has held it in 4 quarters since. The position peaked at $3.42M in Q2 2013. 259 funds tracked by Wall St. Rank hold EXR as of Q1 2014.

  • Winton Capital Management held 34,812 shares of Extra Space Storage worth $1.69M as of Q1 2014.
  • Winton Capital Management sold 14,788 Extra Space Storage shares in Q1 2014, an estimated $685K.
  • Extra Space Storage made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #474 holding.
  • Winton Capital Management first reported a position in Extra Space Storage in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Extra Space Storage position peaked at $3.42M in Q2 2013.
  • 259 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.