Blueprint Investment Partners’s Public Storage PSA Stock Holding History

Blueprint Investment 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
2022 Q4	–	Sell	-1,965	Closed	-$575K	–	247
2022 Q3	$575K	Buy	1,965 +1,139	+138%	+$370K	0.16%	75
2022 Q2	$258K	Sell	826 -640	-44%	-$222K	0.07%	124
2022 Q1	$572K	Sell	1,466 -26	-2%	-$9.44K	0.15%	94
2021 Q4	$559K	Buy	1,492 +400	+37%	+$134K	0.14%	116
2021 Q3	$324K	Buy	+1,092	New	+$343K	0.16%	92

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

Norges Bank Oslo, Norway $935B AUM

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

Blueprint Investment Partners's PSA Position: Q4 2022 in Review

Blueprint Investment Partners sold out of Public Storage (PSA) in Q4 2022, closing a stake of 1,965 shares — an estimated $575K sold.

Blueprint Investment Partners first reported a position in PSA in Q3 2021 and held it in 5 quarters. The position peaked at $575K in Q3 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Blueprint Investment Partners reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Blueprint Investment Partners sold 1,965 Public Storage shares in Q4 2022, an estimated $575K.
Blueprint Investment Partners first reported a position in Public Storage in Q3 2021 and held it in 5 quarters.
Blueprint Investment Partners's Public Storage position peaked at $575K in Q3 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Blueprint Investment Partners's 13F filing for Q4 2022, filed 14 Feb 2023.