Cumberland Partners’s Public Storage PSA Stock Holding History

Cumberland 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	-3,100	Closed	-$892K	–	190
2024 Q2	$892K	Buy	+3,100	New	+$855K	0.06%	138

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cumberland Partners's PSA Position: Q3 2024 in Review

Cumberland Partners sold out of Public Storage (PSA) in Q3 2024, closing a stake of 3,100 shares — an estimated $892K sold.

Cumberland Partners first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $892K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Cumberland Partners reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Cumberland Partners sold 3,100 Public Storage shares in Q3 2024, an estimated $892K.
Cumberland Partners first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
Cumberland Partners's Public Storage position peaked at $892K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Cumberland Partners's 13F filing for Q3 2024, filed 5 Nov 2024.