Burleson & Co’s Public Storage PSA Stock Holding History

Burleson & Co’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	$55.5K	Hold	198	–	–	0.01%	173
2022 Q3	$58K	Hold	198	–	–	0.01%	182
2022 Q2	$62K	Hold	198	–	–	0.01%	172
2022 Q1	$77K	Hold	198	–	–	0.01%	177
2021 Q4	$74K	Hold	198	–	–	0.01%	179
2021 Q3	$59K	Hold	198	–	–	0.01%	182
2021 Q2	$60K	Hold	198	–	–	0.01%	183
2021 Q1	$49K	Buy	+198	New	+$46.1K	0.01%	182

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

Burleson & Co's PSA Position: Q4 2022 in Review

Burleson & Co held its Public Storage (PSA) position steady in Q4 2022 at 198 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #173.

Burleson & Co first reported a position in PSA in Q1 2021 and has held it in 8 quarters since. The position peaked at $77K in Q1 2022. 958 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Burleson & Co held 198 shares of Public Storage worth $55.5K as of Q4 2022.
Burleson & Co left its Public Storage share count unchanged in Q4 2022.
Public Storage made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #173 holding.
Burleson & Co first reported a position in Public Storage in Q1 2021 and has held it in 8 quarters since.
Burleson & Co's Public Storage position peaked at $77K in Q1 2022.
958 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.