55I LLC’s Public Storage PSA Stock Holding History

55I LLC’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
2022 Q3	$502K	Buy	1,715 +987	+136%	+$321K	0.01%	380
2022 Q2	$228K	Buy	+728	New	+$252K	0.01%	499

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

55I LLC's PSA Position: Q3 2022 in Review

55I LLC increased its Public Storage (PSA) stake by 136% in Q3 2022, buying an estimated $321K and bringing the position to 1,715 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #380.

55I LLC first reported a position in PSA in Q2 2022 and has held it in 2 quarters since. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

55I LLC held 1,715 shares of Public Storage worth $502K as of Q3 2022.
55I LLC bought 987 Public Storage shares in Q3 2022, an estimated $321K.
Public Storage made up 0.01% of 55I LLC's portfolio in Q3 2022, its #380 holding.
55I LLC first reported a position in Public Storage in Q2 2022 and has held it in 2 quarters since.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.