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Carmel Capital Partners’s National Storage Affiliates Trust NSA Stock Holding History

Carmel Capital Partners’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-680
Closed -$21.6K – 505
2023
Q3 		$21.6K Buy
+680
New +$23K 0.01% 335

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Thrivent Financial for Lutherans
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Carmel Capital Partners's NSA Position: Q4 2023 in Review

Carmel Capital Partners sold out of National Storage Affiliates Trust (NSA) in Q4 2023, closing a stake of 680 shares — an estimated $21.6K sold.

Carmel Capital Partners first reported a position in NSA in Q3 2023 and held it in 1 quarter. The position peaked at $21.6K in Q3 2023. 307 funds tracked by Wall St. Rank hold NSA as of Q4 2023.

  • Carmel Capital Partners reported no remaining National Storage Affiliates Trust position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 680 National Storage Affiliates Trust shares in Q4 2023, an estimated $21.6K.
  • Carmel Capital Partners first reported a position in National Storage Affiliates Trust in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's National Storage Affiliates Trust position peaked at $21.6K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.