AlphaSimPlex Group’s Public Storage PSA Stock Holding History

AlphaSimPlex Group’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
2021 Q3	–	Sell	-1,514	Closed	-$455K	–	253
2021 Q2	$455K	Hold	1,514	–	–	0.23%	173
2021 Q1	$374K	Hold	1,514	–	–	0.16%	220
2020 Q4	$350K	Sell	1,514 -209	-12%	-$47.9K	0.12%	259
2020 Q3	$384K	Buy	1,723 +505	+41%	+$103K	0.17%	200
2020 Q2	$234K	Buy	+1,218	New	+$235K	0.18%	227
2020 Q1	–	Sell	-1,741	Closed	-$371K	–	212
2019 Q4	$371K	Hold	1,741	–	–	0.14%	212
2019 Q3	$427K	Buy	+1,741	New	+$437K	0.16%	204

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

AlphaSimPlex Group's PSA Position: Q3 2021 in Review

AlphaSimPlex Group sold out of Public Storage (PSA) in Q3 2021, closing a stake of 1,514 shares — an estimated $455K sold.

AlphaSimPlex Group first reported a position in PSA in Q3 2019 and held it in 7 quarters. The position peaked at $455K in Q2 2021. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

AlphaSimPlex Group reported no remaining Public Storage position as of Q3 2021 after selling out during the quarter.
AlphaSimPlex Group sold 1,514 Public Storage shares in Q3 2021, an estimated $455K.
AlphaSimPlex Group first reported a position in Public Storage in Q3 2019 and held it in 7 quarters.
AlphaSimPlex Group's Public Storage position peaked at $455K in Q2 2021.
881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on AlphaSimPlex Group's 13F filing for Q3 2021, filed 15 Nov 2021.