Cambridge Trust’s Public Storage PSA Stock Holding History

Cambridge Trust’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	$473K	Hold	1,630	–	–	0.02%	197
2023 Q4	$497K	Sell	1,630 -5	-0.3%	-$1.33K	0.02%	192
2023 Q3	$431K	Sell	1,635 -45	-3%	-$12.6K	0.02%	199
2023 Q2	$490K	Sell	1,680 -214	-11%	-$62.4K	0.02%	191
2023 Q1	$572K	Buy	1,894 +175	+10%	+$51.5K	0.03%	175
2022 Q4	$481K	Sell	1,719 -37	-2%	-$10.8K	0.02%	200
2022 Q3	$514K	Buy	1,756 +39	+2%	+$12.7K	0.02%	188
2022 Q2	$537K	Buy	1,717 +58	+3%	+$20.1K	0.02%	193
2022 Q1	$647K	Buy	1,659 +59	+4%	+$21.4K	0.02%	192
2021 Q4	$599K	Buy	+1,600	New	+$534K	0.02%	209
2017 Q2	–	Sell	-4,468	Closed	-$978K	–	264
2017 Q1	$978K	Hold	4,468	–	–	0.06%	136
2016 Q4	$999K	Buy	4,468 +168	+4%	+$35.7K	0.07%	130
2016 Q3	$960K	Hold	4,300	–	–	0.07%	129
2016 Q2	$1.1M	Buy	+4,300	New	+$1.1M	0.08%	119

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cambridge Trust's PSA Position: Q1 2024 in Review

Cambridge Trust held its Public Storage (PSA) position steady in Q1 2024 at 1,630 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #197.

Cambridge Trust first reported a position in PSA in Q2 2016 and has held it in 14 quarters since. The position peaked at $1.1M in Q2 2016. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Cambridge Trust held 1,630 shares of Public Storage worth $473K as of Q1 2024.
Cambridge Trust left its Public Storage share count unchanged in Q1 2024.
Public Storage made up 0.02% of Cambridge Trust's portfolio in Q1 2024, its #197 holding.
Cambridge Trust first reported a position in Public Storage in Q2 2016 and has held it in 14 quarters since.
Cambridge Trust's Public Storage position peaked at $1.1M in Q2 2016.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.