AIL
PSA icon

AGF Investments LLC’s Public Storage PSA Stock Holding History

AGF Investments 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 		– Sell
-2,964
Closed -$927K – 387
2022
Q2 		$927K Buy
2,964
+539
+22% +$187K 0.09% 131
2022
Q1 		$946K Sell
2,425
-149
-6% -$54.1K 0.08% 82
2021
Q4 		$964K Buy
2,574
+582
+29% +$194K 0.08% 53
2021
Q3 		$592K Sell
1,992
-111
-5% -$34.8K 0.06% 165
2021
Q2 		$632K Sell
2,103
-497
-19% -$139K 0.07% 116
2021
Q1 		$642K Sell
2,600
-983
-27% -$229K 0.08% 160
2020
Q4 		$827K Sell
3,583
-2,936
-45% -$673K 0.1% 116
2020
Q3 		$1.45M Sell
6,519
-915
-12% -$187K 0.16% 66
2020
Q2 		$1.43M Buy
7,434
+2,100
+39% +$405K 0.15% 104
2020
Q1 		$1.06M Sell
5,334
-3,950
-43% -$846K 0.14% 94
2019
Q4 		$1.98M Buy
9,284
+7,535
+431% +$1.67M 0.37% 71
2019
Q3 		$429K Buy
1,749
+541
+45% +$136K 0.1% 312
2019
Q2 		$288K Buy
1,208
+192
+19% +$44K 0.06% 337
2019
Q1 		$221K Sell
1,016
-29,924
-97% -$6.26M 0.05% 283
2018
Q4 		$6.26M Buy
30,940
+2,551
+9% +$521K 0.86% 32
2018
Q3 		$5.72M Sell
28,389
-672
-2% -$145K 0.73% 38
2018
Q2 		$6.59K Sell
29,061
-2,434
-8% -$507K 0.75% 37
2018
Q1 		$6.31M Sell
31,495
-6,028
-16% -$1.17M 1.06% 25
2017
Q4 		$7.84M Buy
37,523
+7,242
+24% +$1.53M 1.35% 23
2017
Q3 		$6.48M Buy
30,281
+4,580
+18% +$947K 1.44% 23
2017
Q2 		$5.36M Buy
25,701
+1,547
+6% +$333K 1.23% 22
2017
Q1 		$5.29M Buy
24,154
+1,246
+5% +$276K 1.33% 22
2016
Q4 		$5.12M Buy
+22,908
New +$4.87M 1.35% 23

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AGF Investments LLC's PSA Position: Q3 2022 in Review

AGF Investments LLC sold out of Public Storage (PSA) in Q3 2022, closing a stake of 2,964 shares — an estimated $927K sold.

AGF Investments LLC first reported a position in PSA in Q4 2016 and held it in 23 quarters. The position peaked at $7.84M in Q4 2017. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • AGF Investments LLC reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
  • AGF Investments LLC sold 2,964 Public Storage shares in Q3 2022, an estimated $927K.
  • AGF Investments LLC first reported a position in Public Storage in Q4 2016 and held it in 23 quarters.
  • AGF Investments LLC's Public Storage position peaked at $7.84M in Q4 2017.
  • 933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.