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Burney Company’s Public Storage PSA Stock Holding History

Burney Company’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
2024
Q4 		– Sell
-610
Closed -$222K – 616
2024
Q3 		$222K Buy
+610
New +$198K 0.01% 576
2024
Q1 		– Sell
-876
Closed -$267K – 618
2023
Q4 		$267K Buy
+876
New +$232K 0.01% 514
2023
Q3 		– Sell
-696
Closed -$203K – 591
2023
Q2 		$203K Sell
696
-23
-3% -$6.7K 0.01% 555
2023
Q1 		$217K Buy
+719
New +$211K 0.01% 531
2022
Q4 		– Sell
-5,500
Closed -$1.61M – 564
2022
Q3 		$1.61M Sell
5,500
-5,441
-50% -$1.77M 0.09% 228
2022
Q2 		$3.42M Buy
10,941
+2,091
+24% +$724K 0.18% 148
2022
Q1 		$3.45M Buy
8,850
+5,577
+170% +$2.02M 0.16% 164
2021
Q4 		$1.23M Buy
+3,273
New +$1.09M 0.05% 297

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Burney Company's PSA Position: Q4 2024 in Review

Burney Company sold out of Public Storage (PSA) in Q4 2024, closing a stake of 610 shares — an estimated $222K sold.

Burney Company first reported a position in PSA in Q4 2021 and held it in 8 quarters. The position peaked at $3.45M in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Burney Company reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
  • Burney Company sold 610 Public Storage shares in Q4 2024, an estimated $222K.
  • Burney Company first reported a position in Public Storage in Q4 2021 and held it in 8 quarters.
  • Burney Company's Public Storage position peaked at $3.45M in Q1 2022.
  • 1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Burney Company's 13F filing for Q4 2024, filed 14 Jan 2025.