Berman Capital Advisors’s Public Storage PSA Stock Holding History

Berman Capital Advisors’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 Q3	$114K	Buy	385 +7	+2%	+$2.2K	0.02%	402
2021 Q2	$113K	Buy	378 +274	+263%	+$76.9K	0.02%	352
2021 Q1	$25K	Buy	104 +17	+20%	+$3.96K	0.01%	714
2020 Q4	$20K	Buy	87 +68	+358%	+$15.6K	﹤0.01%	674
2020 Q3	$4K	Buy	19 +8	+73%	+$1.64K	﹤0.01%	1127
2020 Q2	$2K	Sell	11 -155	-93%	-$29.9K	﹤0.01%	1310
2020 Q1	$31K	Sell	166 -104	-39%	-$22.3K	0.01%	389
2019 Q4	$57K	Sell	270 -9	-3%	-$2K	0.02%	302
2019 Q3	$68K	Buy	279 +9	+3%	+$2.26K	0.02%	263
2019 Q2	$64K	Buy	270 +10	+4%	+$2.29K	0.02%	267
2019 Q1	$56K	Buy	260 +5	+2%	+$1.05K	0.02%	262
2018 Q4	$51K	Buy	+255	New	+$52K	0.02%	249

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

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 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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Berman Capital Advisors's PSA Position: Q3 2021 in Review

Berman Capital Advisors increased its Public Storage (PSA) stake by 1.9% in Q3 2021, buying an estimated $2.2K and bringing the position to 385 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #402.

Berman Capital Advisors first reported a position in PSA in Q4 2018 and has held it in 12 quarters since. 882 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

Berman Capital Advisors held 385 shares of Public Storage worth $114K as of Q3 2021.
Berman Capital Advisors bought 7 Public Storage shares in Q3 2021, an estimated $2.2K.
Public Storage made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #402 holding.
Berman Capital Advisors first reported a position in Public Storage in Q4 2018 and has held it in 12 quarters since.
882 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.