Alethea Capital Management’s Public Storage PSA Stock Holding History

Alethea Capital Management’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
2023 Q2	–	Sell	-2,301	Closed	-$695K	–	70
2023 Q1	$695K	Buy	+2,301	New	+$677K	0.73%	11
2022 Q4	–	Sell	-703	Closed	-$206K	–	56
2022 Q3	$206K	Buy	+703	New	+$229K	0.26%	54
2021 Q2	–	Sell	-3,134	Closed	-$773K	–	105
2021 Q1	$773K	Buy	+3,134	New	+$730K	0.47%	31
2020 Q1	–	Sell	-3,932	Closed	-$837K	–	108
2019 Q4	$837K	Buy	+3,932	New	+$873K	0.36%	23
2018 Q4	–	Sell	-9,013	Closed	-$1.82M	–	85
2018 Q3	$1.82M	Buy	+9,013	New	+$1.95M	2.72%	9
2018 Q2	–	Sell	-2,523	Closed	-$506K	–	95
2018 Q1	$506K	Buy	+2,523	New	+$492K	0.69%	37
2016 Q2	–	Sell	-9,510	Closed	-$2.62M	–	73
2016 Q1	$2.62M	Buy	+9,510	New	+$2.4M	2.92%	8

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Alethea Capital Management's PSA Position: Q2 2023 in Review

Alethea Capital Management sold out of Public Storage (PSA) in Q2 2023, closing a stake of 2,301 shares — an estimated $695K sold.

Alethea Capital Management first reported a position in PSA in Q1 2016 and held it in 7 quarters. The position peaked at $2.62M in Q1 2016. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

Alethea Capital Management reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
Alethea Capital Management sold 2,301 Public Storage shares in Q2 2023, an estimated $695K.
Alethea Capital Management first reported a position in Public Storage in Q1 2016 and held it in 7 quarters.
Alethea Capital Management's Public Storage position peaked at $2.62M in Q1 2016.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on Alethea Capital Management's 13F filing for Q2 2023, filed 15 Aug 2023.