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Bartlett & Co’s Public Storage PSA Stock Holding History

Bartlett & Co’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
Q4 		$411K Sell
1,336
-550
-29% -$146K 0.01% 369
2023
Q3 		$497K Hold
1,886
– – 0.01% 340
2023
Q2 		$550K Hold
1,886
– – 0.01% 334
2023
Q1 		$570K Sell
1,886
-14
-0.7% -$4.12K 0.01% 276
2022
Q4 		$532K Hold
1,900
– – 0.01% 283
2022
Q3 		$556K Sell
1,900
-2
-0.1% -$651 0.01% 269
2022
Q2 		$595K Sell
1,902
-73
-4% -$25.3K 0.01% 261
2022
Q1 		$771K Sell
1,975
-75
-4% -$27.2K 0.01% 247
2021
Q4 		$768K Buy
2,050
+311
+18% +$104K 0.01% 249
2021
Q3 		$517K Hold
1,739
– – 0.01% 255
2021
Q2 		$523K Hold
1,739
– – 0.01% 256
2021
Q1 		$429K Sell
1,739
-2,550
-59% -$594K 0.01% 276
2020
Q4 		$990K Sell
4,289
-1,300
-23% -$298K 0.02% 201
2020
Q3 		$1.25M Sell
5,589
-250
-4% -$51.1K 0.03% 187
2020
Q2 		$1.12M Sell
5,839
-7,675
-57% -$1.48M 0.03% 193
2020
Q1 		$2.68M Buy
+13,514
New +$2.89M 0.08% 140
2019
Q3 		$4.07M Buy
16,609
+16,595
+118,536% +$4.17M 0.11% 127
2019
Q2 		$3K Hold
14
– – ﹤0.01% 655
2019
Q1 		$3K Sell
14
-100
-88% -$20.9K ﹤0.01% 637
2018
Q4 		$23K Hold
114
– – ﹤0.01% 506
2018
Q3 		$23K Buy
114
+100
+714% +$21.6K ﹤0.01% 525
2018
Q2 		$3K Hold
14
– – ﹤0.01% 659
2018
Q1 		$3K Sell
14
-153
-92% -$29.8K ﹤0.01% 681
2017
Q4 		$35K Buy
+167
New +$35.3K ﹤0.01% 469
2013
Q4 		– Sell
-7
Closed -$1K – 763
2013
Q3 		$1K Buy
+7
New +$1.11K ﹤0.01% 789

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bartlett & Co's PSA Position: Q4 2023 in Review

Bartlett & Co reduced its Public Storage (PSA) stake by 29% in Q4 2023, selling an estimated $146K and leaving 1,336 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #369.

Bartlett & Co first reported a position in PSA in Q3 2013 and has held it in 25 quarters since. The position peaked at $4.07M in Q3 2019. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Bartlett & Co held 1,336 shares of Public Storage worth $411K as of Q4 2023.
  • Bartlett & Co sold 550 Public Storage shares in Q4 2023, an estimated $146K.
  • Public Storage made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #369 holding.
  • Bartlett & Co first reported a position in Public Storage in Q3 2013 and has held it in 25 quarters since.
  • Bartlett & Co's Public Storage position peaked at $4.07M in Q3 2019.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.