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 Q1	–	Sell	-2,530	Closed	-$565K	–	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ashburton (Jersey)'s PSA Position: Q2 2021 in Review

Ashburton (Jersey) sold out of Public Storage (PSA) in Q2 2021, closing a stake of 43 shares — an estimated $11K sold.

Ashburton (Jersey) first reported a position in PSA in Q4 2015 and held it in 13 quarters. The position peaked at $1.83M in Q1 2016. 834 funds tracked by Wall St. Rank hold PSA as of Q2 2021.

Ashburton (Jersey) reported no remaining Public Storage position as of Q2 2021 after selling out during the quarter.
Ashburton (Jersey) sold 43 Public Storage shares in Q2 2021, an estimated $11K.
Ashburton (Jersey) first reported a position in Public Storage in Q4 2015 and held it in 13 quarters.
Ashburton (Jersey)'s Public Storage position peaked at $1.83M in Q1 2016.
834 funds tracked by Wall St. Rank held Public Storage as of Q2 2021.

Based on Ashburton (Jersey)'s 13F filing for Q2 2021, filed 26 May 2023.