Ashburton (Jersey)’s Public Storage PSA Stock Holding History

Ashburton (Jersey)’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 Q2	–	Sell	-43	Closed	-$11K	–	62
2021 Q1	$11K	Hold	43	–	–	0.01%	52
2020 Q4	$10K	Hold	43	–	–	﹤0.01%	62
2020 Q3	$8K	Hold	43	–	–	﹤0.01%	65
2020 Q2	$8K	Sell	43 -80	-65%	-$15.4K	﹤0.01%	65
2020 Q1	$24K	Hold	123	–	–	0.01%	71
2019 Q4	$26K	Sell	123 -12	-9%	-$2.66K	0.01%	80
2019 Q3	$33K	Hold	135	–	–	0.02%	81
2019 Q2	$32K	Buy	+135	New	+$31K	0.02%	82
2017 Q3	–	Hold	0	–	–	–	105
2017 Q2	–	Hold	0	–	–	–	70
2017 Q1	–	Sell	-2,530	Closed	-$565K	–	72
2016 Q4	$565K	Hold	2,530	–	–	0.24%	70
2016 Q3	$565K	Sell	2,530 -2,661	-51%	-$621K	0.26%	74
2016 Q2	$1.33M	Sell	5,191 -1,459	-22%	-$374K	0.55%	50
2016 Q1	$1.83M	Buy	6,650 +220	+3%	+$55.5K	0.64%	42
2015 Q4	$1.61M	Buy	+6,430	New	+$1.51M	0.43%	49

Other funds holding PSA

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

BlackRock New York $5.7T 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

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

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors

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