Bollard Group’s Public Storage PSA Stock Holding History

Bollard Group’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
2023 Q3	–	Sell	-15	Closed	-$4K	–	604
2023 Q2	$4K	Buy	+15	New	+$4.37K	﹤0.01%	446

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bollard Group's PSA Position: Q3 2023 in Review

Bollard Group sold out of Public Storage (PSA) in Q3 2023, closing a stake of 15 shares — an estimated $4K sold.

Bollard Group first reported a position in PSA in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Bollard Group reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 15 Public Storage shares in Q3 2023, an estimated $4K.
Bollard Group first reported a position in Public Storage in Q2 2023 and held it in 1 quarter.
Bollard Group's Public Storage position peaked at $4K in Q2 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.