American Funds U.S. Small & Mid Cap Equity Fund EXR Holdings History
American Funds U.S. Small & Mid Cap Equity Fund's Extra Space Storage Inc Holding Summary
As of 2025-02-28, American Funds U.S. Small & Mid Cap Equity Fund held 785.00 shares of Extra Space Storage Inc(EXR), totaling $119,760.00. This investment constitutes 0.49% of their stock portfolio, and American Funds U.S. Small & Mid Cap Equity Fund now holds 0% of the outstanding Extra Space Storage Inc(EXR) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $154.22 for 725.00 shares. Based on historical transaction data and EXR's current price of $148.11, American Funds U.S. Small & Mid Cap Equity Fund's estimated gain on his EXR holdings is $-30,526.75, reflecting a -11.80% gain to date.
American Funds U.S. Small & Mid Cap Equity Fund EXR ($148.11) Holding Chart
American Funds U.S. Small & Mid Cap Equity Fund EXR ($148.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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