Compagnie Lombard Odier SCmA’s Public Storage PSA Stock Holding History

Compagnie Lombard Odier SCmA’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
2024 Q4	–	Sell	-138	Closed	-$50.2K	–	470
2024 Q3	$50.2K	Buy	+138	New	+$44.8K	﹤0.01%	338
2020 Q1	–	Sell	-100	Closed	-$21K	–	550
2019 Q4	$21K	Sell	100 -358	-78%	-$79.4K	﹤0.01%	416
2019 Q3	$112K	Hold	458	–	–	﹤0.01%	298
2019 Q2	$109K	Sell	458 -79	-15%	-$18.1K	﹤0.01%	295
2019 Q1	$117K	Hold	537	–	–	﹤0.01%	335
2018 Q4	$109K	Buy	537 +36	+7%	+$7.35K	﹤0.01%	321
2018 Q3	$101K	Hold	501	–	–	﹤0.01%	351
2018 Q2	$114K	Sell	501 -164	-25%	-$34.1K	﹤0.01%	344
2018 Q1	$133K	Sell	665 -263	-28%	-$51.2K	﹤0.01%	348
2017 Q4	$194K	Buy	928 +163	+21%	+$34.5K	0.01%	323
2017 Q3	$164K	Buy	765 +165	+28%	+$34.1K	0.01%	389
2017 Q2	$125K	Hold	600	–	–	﹤0.01%	400
2017 Q1	$131K	Buy	600 +64	+12%	+$14.2K	﹤0.01%	417
2016 Q4	$120K	Buy	536 +176	+49%	+$37.5K	﹤0.01%	496
2016 Q3	$80K	Hold	360	–	–	﹤0.01%	614
2016 Q2	$92K	Buy	+360	New	+$92.4K	﹤0.01%	582
2014 Q4	–	Sell	-1,133	Closed	-$188K	–	845
2014 Q3	$188K	Hold	1,133	–	–	0.01%	522
2014 Q2	$194K	Hold	1,133	–	–	0.01%	531
2014 Q1	$191K	Hold	1,133	–	–	0.01%	523
2013 Q4	$171K	Buy	+1,133	New	+$181K	0.01%	562

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PSA Position: Q4 2024 in Review

Compagnie Lombard Odier SCmA sold out of Public Storage (PSA) in Q4 2024, closing a stake of 138 shares — an estimated $50.2K sold.

Compagnie Lombard Odier SCmA first reported a position in PSA in Q4 2013 and held it in 20 quarters. The position peaked at $194K in Q4 2017. 1,132 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Compagnie Lombard Odier SCmA reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 138 Public Storage shares in Q4 2024, an estimated $50.2K.
Compagnie Lombard Odier SCmA first reported a position in Public Storage in Q4 2013 and held it in 20 quarters.
Compagnie Lombard Odier SCmA's Public Storage position peaked at $194K in Q4 2017.
1,132 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2024, filed 30 Jan 2025.