C.M. Bidwell & Associates’s Public Storage PSA Stock Holding History

C.M. Bidwell & Associates’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 Q3	–	Sell	-431	Closed	-$135K	–	528
2022 Q2	$135K	Sell	431 -6	-1%	-$2.08K	0.11%	179
2022 Q1	$171K	Hold	437	–	–	0.11%	181
2021 Q4	$164K	Buy	+437	New	+$146K	0.1%	188
2016 Q3	–	Sell	-26,685	Closed	-$6.82M	–	311
2016 Q2	$6.82M	Sell	26,685 -1,200	-4%	-$308K	1.69%	12
2016 Q1	$7.69M	Buy	27,885 +9,170	+49%	+$2.31M	1.92%	3
2015 Q4	$4.64M	Buy	18,715 +2,690	+17%	+$630K	1.1%	30
2015 Q3	$3.39M	Buy	+16,025	New	+$3.26M	0.83%	62
2015 Q1	–	Sell	-18,940	Closed	-$3.5M	–	258
2014 Q4	$3.5M	Buy	+18,940	New	+$3.43M	0.8%	61
2014 Q2	–	Sell	-41,995	Closed	-$7.08M	–	284
2014 Q1	$7.08M	Sell	41,995 -3,150	-7%	-$510K	1.7%	12
2013 Q4	$6.79M	Buy	+45,145	New	+$7.22M	1.68%	12

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

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

Norges Bank Oslo, Norway $935B AUM

C.M. Bidwell & Associates's PSA Position: Q3 2022 in Review

C.M. Bidwell & Associates sold out of Public Storage (PSA) in Q3 2022, closing a stake of 431 shares — an estimated $135K sold.

C.M. Bidwell & Associates first reported a position in PSA in Q4 2013 and held it in 10 quarters. The position peaked at $7.69M in Q1 2016. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

C.M. Bidwell & Associates reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 431 Public Storage shares in Q3 2022, an estimated $135K.
C.M. Bidwell & Associates first reported a position in Public Storage in Q4 2013 and held it in 10 quarters.
C.M. Bidwell & Associates's Public Storage position peaked at $7.69M in Q1 2016.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2022, filed 14 Nov 2022.