Zacks Investment Management’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,971
| Closed | -$290K | – | 653 |
|
|
2022
Q4 | $290K | Sell |
1,971
-16,560
| -89% | -$2.44M | ﹤0.01% | 508 |
|
|
2022
Q3 | $3.2M | Sell |
18,531
-128
| -0.7% | -$22.1K | 0.05% | 213 |
|
|
2022
Q2 | $3.17M | Sell |
18,659
-603
| -3% | -$103K | 0.05% | 210 |
|
|
2022
Q1 | $3.96M | Sell |
19,262
-166
| -0.9% | -$34.1K | 0.06% | 203 |
|
|
2021
Q4 | $4.41M | Buy |
19,428
+299
| +2% | +$67.8K | 0.06% | 200 |
|
|
2021
Q3 | $3.21M | Buy |
19,129
+500
| +3% | +$84K | 0.05% | 232 |
|
|
2021
Q2 | $3.05M | Buy |
18,629
+734
| +4% | +$120K | 0.05% | 240 |
|
|
2021
Q1 | $2.37M | Buy |
17,895
+6,505
| +57% | +$862K | 0.04% | 261 |
|
|
2020
Q4 | $1.32M | Buy |
+11,390
| New | +$1.32M | 0.02% | 317 |
|
|
2017
Q1 | – | Sell |
-22,638
| Closed | -$1.75M | – | 657 |
|
|
2016
Q4 | $1.75M | Sell |
22,638
-1,811
| -7% | -$140K | 0.05% | 233 |
|
|
2016
Q3 | $1.94M | Buy |
24,449
+601
| +3% | +$47.7K | 0.05% | 212 |
|
|
2016
Q2 | $2.21M | Sell |
23,848
-3,557
| -13% | -$329K | 0.07% | 184 |
|
|
2016
Q1 | $2.56M | Buy |
27,405
+8,921
| +48% | +$834K | 0.08% | 174 |
|
|
2015
Q4 | $1.63M | Buy |
18,484
+3,855
| +26% | +$340K | 0.05% | 227 |
|
|
2015
Q3 | $1.13M | Buy |
14,629
+123
| +0.8% | +$9.49K | 0.04% | 272 |
|
|
2015
Q2 | $946K | Sell |
14,506
-2,940
| -17% | -$192K | 0.03% | 299 |
|
|
2015
Q1 | $1.18M | Buy |
17,446
+5,755
| +49% | +$389K | 0.04% | 255 |
|
|
2014
Q4 | $686K | Buy |
11,691
+78
| +0.7% | +$4.58K | 0.02% | 336 |
|
|
2014
Q3 | $599K | Buy |
+11,613
| New | +$599K | 0.02% | 361 |
|