Coatue Management
PSA icon

Coatue Management’s Public Storage PSA Stock Holding History

Coatue 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
2023
Q4 		– Sell
-22,606
Closed -$5.96M – 108
2023
Q3 		$5.96M Buy
+22,606
New +$6.34M 0.03% 75
2020
Q1 		– Sell
-1,467
Closed -$312K – 339
2019
Q4 		$312K Buy
+1,467
New +$326K ﹤0.01% 299

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management's PSA Position: Q4 2023 in Review

Coatue Management sold out of Public Storage (PSA) in Q4 2023, closing a stake of 22,606 shares — an estimated $5.96M sold.

Coatue Management first reported a position in PSA in Q4 2019 and held it in 2 quarters. The position peaked at $5.96M in Q3 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Coatue Management reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Coatue Management sold 22,606 Public Storage shares in Q4 2023, an estimated $5.96M.
  • Coatue Management first reported a position in Public Storage in Q4 2019 and held it in 2 quarters.
  • Coatue Management's Public Storage position peaked at $5.96M in Q3 2023.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Coatue Management's 13F filing for Q4 2023, filed 14 Feb 2024.