Columbia Trust’s Public Storage PSA Stock Holding History

Columbia Trust’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	$1.25M	Buy	4,104 +723	+21%	+$192K	0.57%	52
2023 Q3	$891K	Buy	3,381 +110	+3%	+$30.8K	0.52%	61
2023 Q2	$955K	Buy	3,271 +179	+6%	+$52.2K	0.54%	55
2023 Q1	$934K	Buy	3,092 +548	+22%	+$161K	0.54%	54
2022 Q4	$713K	Buy	2,544 +654	+35%	+$191K	0.4%	75
2022 Q3	$553K	Buy	1,890 +1,048	+124%	+$341K	0.31%	80
2022 Q2	$264K	Hold	842	–	–	0.14%	121
2022 Q1	$344K	Sell	842 -89	-10%	-$32.3K	0.16%	117
2021 Q4	$277K	Hold	931	–	–	0.15%	120
2021 Q3	$277K	Sell	931 -2	-0.2%	-$628	0.15%	120
2021 Q2	$280K	Sell	933 -23	-2%	-$6.45K	0.16%	120
2021 Q1	$235K	Sell	956 -29	-3%	-$6.75K	0.15%	127
2020 Q4	$226K	Buy	+985	New	+$226K	0.16%	128

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Columbia Trust's PSA Position: Q4 2023 in Review

Columbia Trust increased its Public Storage (PSA) stake by 21% in Q4 2023, buying an estimated $192K and bringing the position to 4,104 shares worth $1.25M. The position accounts for 0.57% of the portfolio, ranked #52.

Columbia Trust first reported a position in PSA in Q4 2020 and has held it in 13 quarters since. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Columbia Trust held 4,104 shares of Public Storage worth $1.25M as of Q4 2023.
Columbia Trust bought 723 Public Storage shares in Q4 2023, an estimated $192K.
Public Storage made up 0.57% of Columbia Trust's portfolio in Q4 2023, its #52 holding.
Columbia Trust first reported a position in Public Storage in Q4 2020 and has held it in 13 quarters since.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.