Boenning & Scattergood’s Public Storage PSA Stock Holding History

Boenning & Scattergood’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	$337K	Sell	864 -3	-0.3%	-$875	0.05%	304
2022 Q3	$254K	Buy	867 +8	+0.9%	+$2.6K	0.05%	313
2022 Q2	$269K	Sell	859 -5	-0.6%	-$1.73K	0.05%	308
2022 Q1	$337K	Buy	864 +158	+22%	+$57.3K	0.05%	304
2021 Q4	$264K	Buy	+706	New	+$236K	0.04%	331
2019 Q3	–	Sell	-1,049	Closed	-$250K	–	278
2019 Q2	$250K	Buy	1,049 +9	+0.9%	+$2.06K	0.07%	244
2019 Q1	$226K	Buy	+1,040	New	+$218K	0.07%	256

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

Boenning & Scattergood's PSA Position: Q4 2022 in Review

Boenning & Scattergood reduced its Public Storage (PSA) stake by 0.35% in Q4 2022, selling an estimated $875 and leaving 864 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #304.

Boenning & Scattergood first reported a position in PSA in Q1 2019 and has held it in 7 quarters since. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Boenning & Scattergood held 864 shares of Public Storage worth $337K as of Q4 2022.
Boenning & Scattergood sold 3 Public Storage shares in Q4 2022, an estimated $875.
Public Storage made up 0.05% of Boenning & Scattergood's portfolio in Q4 2022, its #304 holding.
Boenning & Scattergood first reported a position in Public Storage in Q1 2019 and has held it in 7 quarters since.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.