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Convergence Investment Partners’s Public Storage PSA Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-3,357
Closed -$966K – 278
2024
Q2 		$966K Sell
3,357
-108
-3% -$29.8K 0.28% 112
2024
Q1 		$1M Sell
3,465
-76
-2% -$21.8K 0.39% 84
2023
Q4 		$1.08M Sell
3,541
-516
-13% -$137K 0.56% 64
2023
Q3 		$1.07M Sell
4,057
-33
-0.8% -$9.25K 0.63% 59
2023
Q2 		$1.19M Sell
4,090
-154
-4% -$44.9K 0.69% 55
2023
Q1 		$1.28M Buy
+4,244
New +$1.25M 0.75% 43
2022
Q4 		– Sell
-678
Closed -$199K – 239
2022
Q3 		$199K Buy
+678
New +$221K 0.13% 161
2018
Q2 		– Sell
-188
Closed -$38K – 745
2018
Q1 		$38K Buy
+188
New +$36.6K 0.01% 480
2017
Q3 		– Sell
-6,399
Closed -$1.33M – 382
2017
Q2 		$1.33M Buy
+6,399
New +$1.38M 0.2% 201
2015
Q1 		– Sell
-5,978
Closed -$1.1M – 408
2014
Q4 		$1.1M Buy
5,978
+267
+5% +$48.3K 0.15% 232
2014
Q3 		$947K Sell
5,711
-2,132
-27% -$366K 0.13% 240
2014
Q2 		$1.34M Buy
7,843
+237
+3% +$40.6K 0.18% 184
2014
Q1 		$1.28M Buy
7,606
+242
+3% +$39.2K 0.2% 161
2013
Q4 		$1.11M Buy
7,364
+1,145
+18% +$183K 0.18% 161
2013
Q3 		$999K Buy
6,219
+619
+11% +$98.1K 0.21% 149
2013
Q2 		$859K Buy
+5,600
New +$882K 0.22% 144

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Convergence Investment Partners's PSA Position: Q3 2024 in Review

Convergence Investment Partners sold out of Public Storage (PSA) in Q3 2024, closing a stake of 3,357 shares — an estimated $966K sold.

Convergence Investment Partners first reported a position in PSA in Q2 2013 and held it in 16 quarters. The position peaked at $1.34M in Q2 2014. 1,132 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Convergence Investment Partners reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 3,357 Public Storage shares in Q3 2024, an estimated $966K.
  • Convergence Investment Partners first reported a position in Public Storage in Q2 2013 and held it in 16 quarters.
  • Convergence Investment Partners's Public Storage position peaked at $1.34M in Q2 2014.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Convergence Investment Partners's 13F filing for Q3 2024, filed 29 Oct 2024.