Capital Growth Management’s Public Storage PSA Stock Holding History

Capital Growth Management’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	-20,000	Closed	-$6.25M	–	74
2022 Q2	$6.25M	Buy	+20,000	New	+$6.92M	0.74%	50
2022 Q1	–	Sell	-50,000	Closed	-$18.7M	–	78
2021 Q4	$18.7M	Sell	50,000 -25,000	-33%	-$8.35M	1.72%	27
2021 Q3	$22.3M	Sell	75,000 -20,000	-21%	-$6.28M	2.04%	23
2021 Q2	$28.6M	Buy	+95,000	New	+$26.6M	2.58%	14
2020 Q2	–	Sell	-90,000	Closed	-$17.9M	–	63
2020 Q1	$17.9M	Buy	+90,000	New	+$19.3M	2.51%	19
2016 Q2	–	Sell	-183,500	Closed	-$50.6M	–	61
2016 Q1	$50.6M	Buy	+183,500	New	+$46.3M	2.16%	17
2015 Q4	–	Sell	-284,500	Closed	-$60.2M	–	68
2015 Q3	$60.2M	Buy	284,500 +144,500	+103%	+$29.4M	1.94%	19
2015 Q2	$25.8M	Buy	+140,000	New	+$26.9M	0.74%	36
2014 Q2	–	Sell	-340,000	Closed	-$57.3M	–	82
2014 Q1	$57.3M	Buy	+340,000	New	+$55M	1.54%	27
2013 Q4	–	Sell	-345,000	Closed	-$55.4M	–	85
2013 Q3	$55.4M	Buy	+345,000	New	+$54.7M	1.49%	25

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

Capital Growth Management's PSA Position: Q3 2022 in Review

Capital Growth Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 20,000 shares — an estimated $6.25M sold.

Capital Growth Management first reported a position in PSA in Q3 2013 and held it in 10 quarters. The position peaked at $60.2M in Q3 2015. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Capital Growth Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Capital Growth Management sold 20,000 Public Storage shares in Q3 2022, an estimated $6.25M.
Capital Growth Management first reported a position in Public Storage in Q3 2013 and held it in 10 quarters.
Capital Growth Management's Public Storage position peaked at $60.2M in Q3 2015.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Capital Growth Management's 13F filing for Q3 2022, filed 14 Nov 2022.