Chevy Chase Trust’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2M | Buy |
89,334
+3,205
| +4% | +$919K | 0.07% | 236 |
|
|
2025
Q4 | $22.4M | Sell |
86,129
-719
| -0.8% | -$201K | 0.06% | 251 |
|
|
2025
Q3 | $25.1M | Sell |
86,848
-2,863
| -3% | -$822K | 0.07% | 231 |
|
|
2025
Q2 | $26.3M | Buy |
89,711
+853
| +1% | +$253K | 0.08% | 220 |
|
|
2025
Q1 | $26.6M | Sell |
88,858
-68
| -0.1% | -$20.3K | 0.09% | 206 |
|
|
2024
Q4 | $26.6M | Sell |
88,926
-1,844
| -2% | -$612K | 0.08% | 211 |
|
|
2024
Q3 | $33M | Buy |
90,770
+649
| +0.7% | +$211K | 0.1% | 176 |
|
|
2024
Q2 | $25.9M | Sell |
90,121
-1,454
| -2% | -$401K | 0.08% | 204 |
|
|
2024
Q1 | $26.6M | Sell |
91,575
-794
| -0.9% | -$228K | 0.09% | 205 |
|
|
2023
Q4 | $28.2M | Sell |
92,369
-644
| -0.7% | -$171K | 0.1% | 182 |
|
|
2023
Q3 | $24.5M | Sell |
93,013
-2,413
| -3% | -$676K | 0.1% | 187 |
|
|
2023
Q2 | $27.9M | Sell |
95,426
-907
| -0.9% | -$264K | 0.1% | 178 |
|
|
2023
Q1 | $29.1M | Buy |
96,333
+856
| +0.9% | +$252K | 0.12% | 169 |
|
|
2022
Q4 | $26.8M | Sell |
95,477
-7,045
| -7% | -$2.05M | 0.11% | 179 |
|
|
2022
Q3 | $30M | Buy |
102,522
+4,340
| +4% | +$1.41M | 0.13% | 158 |
|
|
2022
Q2 | $30.7M | Buy |
98,182
+249
| +0.3% | +$86.2K | 0.13% | 162 |
|
|
2022
Q1 | $38.2M | Buy |
97,933
+500
| +0.5% | +$181K | 0.13% | 152 |
|
|
2021
Q4 | $36.5M | Sell |
97,433
-1,854
| -2% | -$619K | 0.12% | 162 |
|
|
2021
Q3 | $29.5M | Sell |
99,287
-3,662
| -4% | -$1.15M | 0.1% | 183 |
|
|
2021
Q2 | $31M | Sell |
102,949
-4,727
| -4% | -$1.33M | 0.11% | 182 |
|
|
2021
Q1 | $26.6M | Sell |
107,676
-7,671
| -7% | -$1.79M | 0.09% | 203 |
|
|
2020
Q4 | $26.6M | Sell |
115,347
-4,795
| -4% | -$1.1M | 0.09% | 195 |
|
|
2020
Q3 | $26.8M | Sell |
120,142
-8,160
| -6% | -$1.67M | 0.11% | 175 |
|
|
2020
Q2 | $24.6M | Sell |
128,302
-3,668
| -3% | -$708K | 0.1% | 186 |
|
|
2020
Q1 | $26.2M | Buy |
131,970
+6,441
| +5% | +$1.38M | 0.12% | 169 |
|
|
2019
Q4 | $26.7M | Buy |
125,529
+139
| +0.1% | +$30.8K | 0.1% | 203 |
|
|
2019
Q3 | $30.8M | Buy |
125,390
+106
| +0.1% | +$26.6K | 0.13% | 177 |
|
|
2019
Q2 | $29.8M | Buy |
125,284
+144
| +0.1% | +$33K | 0.12% | 184 |
|
|
2019
Q1 | $27.7M | Buy |
125,140
+1,753
| +1% | +$367K | 0.11% | 191 |
|
|
2018
Q4 | $25M | Buy |
123,387
+392
| +0.3% | +$80K | 0.12% | 177 |
|
|
2018
Q3 | $24.8M | Sell |
122,995
-3,038
| -2% | -$656K | 0.1% | 212 |
|
|
2018
Q2 | $28.6M | Sell |
126,033
-575
| -0.5% | -$120K | 0.12% | 187 |
|
|
2018
Q1 | $25.4M | Sell |
126,608
-3,053
| -2% | -$595K | 0.11% | 205 |
|
|
2017
Q4 | $27.1M | Sell |
129,661
-852
| -0.7% | -$180K | 0.12% | 205 |
|
|
2017
Q3 | $27.9M | Buy |
130,513
+1,713
| +1% | +$354K | 0.13% | 190 |
|
|
2017
Q2 | $26.9M | Buy |
128,800
+13
| +0% | +$2.79K | 0.13% | 185 |
|
|
2017
Q1 | $28.2M | Buy |
128,787
+4,148
| +3% | +$919K | 0.14% | 176 |
|
|
2016
Q4 | $27.9M | Buy |
124,639
+193
| +0.2% | +$41.1K | 0.15% | 163 |
|
|
2016
Q3 | $27.8M | Sell |
124,446
-1,488
| -1% | -$347K | 0.15% | 160 |
|
|
2016
Q2 | $32.2M | Buy |
125,934
+1,627
| +1% | +$418K | 0.18% | 137 |
|
|
2016
Q1 | $34.3M | Buy |
124,307
+2,946
| +2% | +$743K | 0.2% | 125 |
|
|
2015
Q4 | $30.1M | Buy |
121,361
+988
| +0.8% | +$231K | 0.18% | 142 |
|
|
2015
Q3 | $25.5M | Buy |
120,373
+5,602
| +5% | +$1.14M | 0.16% | 153 |
|
|
2015
Q2 | $21.2M | Buy |
114,771
+1,472
| +1% | +$282K | 0.13% | 199 |
|
|
2015
Q1 | $22.3M | Buy |
113,299
+4,041
| +4% | +$800K | 0.13% | 189 |
|
|
2014
Q4 | $20.2M | Sell |
109,258
-970
| -0.9% | -$176K | 0.13% | 189 |
|
|
2014
Q3 | $18.3M | Buy |
110,228
+6,813
| +7% | +$1.17M | 0.12% | 203 |
|
|
2014
Q2 | $17.7M | Sell |
103,415
-1,872
| -2% | -$321K | 0.12% | 193 |
|
|
2014
Q1 | $17.7M | Buy |
105,287
+105
| +0.1% | +$17K | 0.13% | 193 |
|
|
2013
Q4 | $15.8M | Buy |
105,182
+1,438
| +1% | +$230K | 0.12% | 201 |
|
|
2013
Q3 | $16.7M | Buy |
103,744
+2,549
| +3% | +$404K | 0.14% | 180 |
|
|
2013
Q2 | $15.5M | Buy |
+101,195
| New | +$15.9M | 0.14% | 170 |
|
Other funds holding PSA
VPM
VCM
