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Caldwell Sutter Capital’s Public Storage PSA Stock Holding History

Caldwell Sutter Capital’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
Q1 		– Sell
-103
Closed -$31.4K – 965
2023
Q4 		$31.4K Hold
103
– – 0.02% 400
2023
Q3 		$27.1K Hold
103
– – 0.02% 396
2023
Q2 		$30.1K Buy
+103
New +$30K 0.02% 382

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Caldwell Sutter Capital's PSA Position: Q1 2024 in Review

Caldwell Sutter Capital sold out of Public Storage (PSA) in Q1 2024, closing a stake of 103 shares — an estimated $31.4K sold.

Caldwell Sutter Capital first reported a position in PSA in Q2 2023 and held it in 3 quarters. The position peaked at $31.4K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

  • Caldwell Sutter Capital reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
  • Caldwell Sutter Capital sold 103 Public Storage shares in Q1 2024, an estimated $31.4K.
  • Caldwell Sutter Capital first reported a position in Public Storage in Q2 2023 and held it in 3 quarters.
  • Caldwell Sutter Capital's Public Storage position peaked at $31.4K in Q4 2023.
  • 1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Caldwell Sutter Capital's 13F filing for Q1 2024, filed 19 Apr 2024.