Bedel Financial Consulting’s Public Storage PSA Stock Holding History

Bedel Financial Consulting’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	-310	Closed	-$121K	–	704
2022 Q1	$121K	Hold	310	–	–	0.04%	242
2021 Q4	$116K	Hold	310	–	–	0.04%	258
2021 Q3	$92K	Hold	310	–	–	0.03%	287
2021 Q2	$93K	Hold	310	–	–	0.03%	287
2021 Q1	$76K	Hold	310	–	–	0.03%	307
2020 Q4	$72K	Hold	310	–	–	0.03%	269
2020 Q3	$69K	Hold	310	–	–	0.03%	260
2020 Q2	$59K	Sell	310 -5	-2%	-$965	0.03%	263
2020 Q1	$63K	Buy	315 +5	+2%	+$1.07K	0.04%	238
2019 Q4	$66K	Hold	310	–	–	0.04%	259
2019 Q3	$76K	Hold	310	–	–	0.05%	234
2019 Q2	$74K	Sell	310 -6	-2%	-$1.38K	0.05%	237
2019 Q1	$69K	Hold	316	–	–	0.04%	230
2018 Q4	$64K	Hold	316	–	–	0.05%	224
2018 Q3	$62K	Sell	316 -7	-2%	-$1.51K	0.04%	251
2018 Q2	$73K	Sell	323 -4	-1%	-$833	0.05%	225
2018 Q1	$66K	Buy	+327	New	+$63.7K	0.05%	238

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

Bedel Financial Consulting's PSA Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Public Storage (PSA) in Q2 2022, closing a stake of 310 shares — an estimated $121K sold.

Bedel Financial Consulting first reported a position in PSA in Q1 2018 and held it in 17 quarters. The position peaked at $121K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Bedel Financial Consulting reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 310 Public Storage shares in Q2 2022, an estimated $121K.
Bedel Financial Consulting first reported a position in Public Storage in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Public Storage position peaked at $121K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.