Altshuler Shaham’s Public Storage PSA Stock Holding History

Altshuler Shaham’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 Q2	–	Sell	-15	Closed	-$6K	–	543
2022 Q1	$6K	Sell	15 -7	-32%	-$2.54K	﹤0.01%	504
2021 Q4	$9K	Sell	22 -197	-90%	-$65.8K	﹤0.01%	496
2021 Q3	$65K	Buy	+219	New	+$68.7K	﹤0.01%	370
2021 Q2	–	Sell	-311	Closed	-$77K	–	712
2021 Q1	$77K	Sell	311 -120	-28%	-$27.9K	﹤0.01%	251
2020 Q4	$100K	Buy	+431	New	+$98.8K	﹤0.01%	204
2020 Q3	–	Sell	-636	Closed	-$123K	–	413
2020 Q2	$123K	Buy	+636	New	+$123K	﹤0.01%	162
2019 Q4	–	Sell	-821	Closed	-$201K	–	599
2019 Q3	$201K	Buy	821 +816	+16,320%	+$205K	0.01%	163
2019 Q2	$1K	Buy	+5	New	+$1.15K	﹤0.01%	345

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

Altshuler Shaham's PSA Position: Q2 2022 in Review

Altshuler Shaham sold out of Public Storage (PSA) in Q2 2022, closing a stake of 15 shares — an estimated $6K sold.

Altshuler Shaham first reported a position in PSA in Q2 2019 and held it in 8 quarters. The position peaked at $201K in Q3 2019. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Altshuler Shaham reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Altshuler Shaham sold 15 Public Storage shares in Q2 2022, an estimated $6K.
Altshuler Shaham first reported a position in Public Storage in Q2 2019 and held it in 8 quarters.
Altshuler Shaham's Public Storage position peaked at $201K in Q3 2019.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Altshuler Shaham's 13F filing for Q2 2022, filed 10 Aug 2022.