Charter Oak Capital Management’s Public Storage PSA Stock Holding History

Charter Oak Capital 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	-307	Closed	-$96K	–	686
2022 Q2	$96K	Sell	307 -16	-5%	-$5.54K	0.01%	248
2022 Q1	$126K	Hold	323	–	–	0.02%	229
2021 Q4	$121K	Buy	323 +232	+255%	+$77.5K	0.01%	233
2021 Q3	$27K	Hold	91	–	–	﹤0.01%	414
2021 Q2	$27K	Hold	91	–	–	﹤0.01%	402
2021 Q1	$22K	Hold	91	–	–	﹤0.01%	426
2020 Q4	$21K	Buy	+91	New	+$20.9K	﹤0.01%	406

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

Charter Oak Capital Management's PSA Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 307 shares — an estimated $96K sold.

Charter Oak Capital Management first reported a position in PSA in Q4 2020 and held it in 7 quarters. The position peaked at $126K in Q1 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Charter Oak Capital Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 307 Public Storage shares in Q3 2022, an estimated $96K.
Charter Oak Capital Management first reported a position in Public Storage in Q4 2020 and held it in 7 quarters.
Charter Oak Capital Management's Public Storage position peaked at $126K in Q1 2022.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.