Bridgecreek Investment Management’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$316K | – | 101 |
|
|
2023
Q3 | $316K | Hold |
1,200
| – | – | 0.06% | 78 |
|
|
2023
Q2 | $350K | Hold |
1,200
| – | – | 0.07% | 80 |
|
|
2023
Q1 | $363K | Hold |
1,200
| – | – | 0.07% | 79 |
|
|
2022
Q4 | $336K | Hold |
1,200
| – | – | 0.08% | 84 |
|
|
2022
Q3 | $351K | Hold |
1,200
| – | – | 0.08% | 90 |
|
|
2022
Q2 | $375K | Hold |
1,200
| – | – | 0.08% | 87 |
|
|
2022
Q1 | $468K | Hold |
1,200
| – | – | 0.07% | 97 |
|
|
2021
Q4 | $449K | Hold |
1,200
| – | – | 0.06% | 97 |
|
|
2021
Q3 | $357K | Sell |
1,200
-50
| -4% | -$15.7K | 0.05% | 95 |
|
|
2021
Q2 | $376K | Sell |
1,250
-75
| -6% | -$21K | 0.05% | 90 |
|
|
2021
Q1 | $327K | Hold |
1,325
| – | – | 0.05% | 85 |
|
|
2020
Q4 | $306K | Hold |
1,325
| – | – | 0.05% | 84 |
|
|
2020
Q3 | $295K | Hold |
1,325
| – | – | 0.05% | 82 |
|
|
2020
Q2 | $254K | Hold |
1,325
| – | – | 0.05% | 80 |
|
|
2020
Q1 | $263K | Hold |
1,325
| – | – | 0.07% | 71 |
|
|
2019
Q4 | $282K | Hold |
1,325
| – | – | 0.05% | 102 |
|
|
2019
Q3 | $325K | Hold |
1,325
| – | – | 0.07% | 91 |
|
|
2019
Q2 | $316K | Hold |
1,325
| – | – | 0.07% | 90 |
|
|
2019
Q1 | $289K | Hold |
1,325
| – | – | 0.06% | 93 |
|
|
2018
Q4 | $268K | Hold |
1,325
| – | – | 0.07% | 84 |
|
|
2018
Q3 | $267K | Hold |
1,325
| – | – | 0.05% | 100 |
|
|
2018
Q2 | $301K | Hold |
1,325
| – | – | 0.07% | 93 |
|
|
2018
Q1 | $266K | Hold |
1,325
| – | – | 0.06% | 99 |
|
|
2017
Q4 | $277K | Hold |
1,325
| – | – | 0.07% | 94 |
|
|
2017
Q3 | $284K | Hold |
1,325
| – | – | 0.08% | 86 |
|
|
2017
Q2 | $276K | Sell |
1,325
-100
| -7% | -$21.5K | 0.07% | 87 |
|
|
2017
Q1 | $312K | Hold |
1,425
| – | – | 0.08% | 86 |
|
|
2016
Q4 | $318K | Hold |
1,425
| – | – | 0.09% | 86 |
|
|
2016
Q3 | $318K | Hold |
1,425
| – | – | 0.1% | 82 |
|
|
2016
Q2 | $364K | Hold |
1,425
| – | – | 0.11% | 76 |
|
|
2016
Q1 | $393K | Hold |
1,425
| – | – | 0.13% | 73 |
|
|
2015
Q4 | $353K | Sell |
1,425
-250
| -15% | -$58.5K | 0.11% | 75 |
|
|
2015
Q3 | $354K | Sell |
1,675
-111
| -6% | -$22.6K | 0.11% | 77 |
|
|
2015
Q2 | $329K | Hold |
1,786
| – | – | 0.08% | 89 |
|
|
2015
Q1 | $352K | Hold |
1,786
| – | – | 0.08% | 91 |
|
|
2014
Q4 | $330K | Hold |
1,786
| – | – | 0.09% | 87 |
|
|
2014
Q3 | $296K | Hold |
1,786
| – | – | 0.08% | 90 |
|
|
2014
Q2 | $306K | Hold |
1,786
| – | – | 0.08% | 93 |
|
|
2014
Q1 | $301K | Buy |
1,786
+150
| +9% | +$24.3K | 0.09% | 94 |
|
|
2013
Q4 | $246K | Buy |
1,636
+84
| +5% | +$13.4K | 0.08% | 97 |
|
|
2013
Q3 | $249K | Hold |
1,552
| – | – | 0.07% | 102 |
|
|
2013
Q2 | $238K | Buy |
+1,552
| New | +$245K | 0.08% | 91 |
|
Other funds holding PSA
Bridgecreek Investment Management's PSA Position: Q4 2023 in Review
Bridgecreek Investment Management sold out of Public Storage (PSA) in Q4 2023, closing a stake of 1,200 shares — an estimated $316K sold.
Bridgecreek Investment Management first reported a position in PSA in Q2 2013 and held it in 42 quarters. The position peaked at $468K in Q1 2022. 1,060 funds tracked by Wall St. Rank hold PSA as of Q4 2023.
- Bridgecreek Investment Management reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
- Bridgecreek Investment Management sold 1,200 Public Storage shares in Q4 2023, an estimated $316K.
- Bridgecreek Investment Management first reported a position in Public Storage in Q2 2013 and held it in 42 quarters.
- Bridgecreek Investment Management's Public Storage position peaked at $468K in Q1 2022.
- 1,060 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.
Based on Bridgecreek Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.