Blue Chip Partners’s Public Storage PSA Stock Holding History

Blue Chip Partners’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 Q1	–	Sell	-451	Closed	-$104K	–	162
2020 Q4	$104K	Buy	451 +4	+0.9%	+$917	0.02%	142
2020 Q3	$100K	Sell	447 -219	-33%	-$44.8K	0.02%	133
2020 Q2	$128K	Sell	666 -2,422	-78%	-$467K	0.03%	122
2020 Q1	$613K	Buy	3,088 +47	+2%	+$10.1K	0.15%	61
2019 Q4	$648K	Buy	3,041 +180	+6%	+$39.9K	0.12%	81
2019 Q3	$702K	Buy	2,861 +63	+2%	+$15.8K	0.15%	74
2019 Q2	$666K	Sell	2,798 -9	-0.3%	-$2.06K	0.15%	74
2019 Q1	$611K	Buy	2,807 +884	+46%	+$185K	0.14%	77
2018 Q4	$389K	Sell	1,923 -825	-30%	-$168K	0.1%	103
2018 Q3	$554K	Buy	2,748 +560	+26%	+$121K	0.14%	84
2018 Q2	$496K	Buy	2,188 +174	+9%	+$36.2K	0.13%	86
2018 Q1	$404K	Sell	2,014 -233	-10%	-$45.4K	0.11%	94
2017 Q4	$470K	Buy	2,247 +45	+2%	+$9.51K	0.14%	91
2017 Q3	$471K	Buy	2,202 +142	+7%	+$29.4K	0.15%	88
2017 Q2	$430K	Buy	2,060 +451	+28%	+$97K	0.15%	91
2017 Q1	$352K	Buy	1,609 +481	+43%	+$107K	0.13%	94
2016 Q4	$252K	Buy	1,128 +527	+88%	+$112K	0.1%	107
2016 Q3	$134K	Buy	601 +5	+0.8%	+$1.17K	0.06%	113
2016 Q2	$152K	Buy	596 +4	+0.7%	+$1.03K	0.07%	108
2016 Q1	$163K	Sell	592 -198	-25%	-$49.9K	0.08%	103
2015 Q4	$196K	Buy	790 +6	+0.8%	+$1.41K	0.1%	100
2015 Q3	$166K	Buy	784 +6	+0.8%	+$1.22K	0.11%	104
2015 Q2	$143K	Buy	778 +7	+0.9%	+$1.34K	0.09%	101
2015 Q1	$152K	Buy	771 +5	+0.7%	+$990	0.1%	101
2014 Q4	$142K	Buy	+766	New	+$139K	0.1%	98

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

Blue Chip Partners's PSA Position: Q1 2021 in Review

Blue Chip Partners sold out of Public Storage (PSA) in Q1 2021, closing a stake of 451 shares — an estimated $104K sold.

Blue Chip Partners first reported a position in PSA in Q4 2014 and held it in 25 quarters. The position peaked at $702K in Q3 2019. 802 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

Blue Chip Partners reported no remaining Public Storage position as of Q1 2021 after selling out during the quarter.
Blue Chip Partners sold 451 Public Storage shares in Q1 2021, an estimated $104K.
Blue Chip Partners first reported a position in Public Storage in Q4 2014 and held it in 25 quarters.
Blue Chip Partners's Public Storage position peaked at $702K in Q3 2019.
802 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on Blue Chip Partners's 13F filing for Q1 2021, filed 4 May 2021.