Custom Index Systems’s Public Storage PSA Stock Holding History

Custom Index Systems’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 Q1	–	Sell	-844	Closed	-$257K	–	306
2023 Q4	$257K	Buy	+844	New	+$224K	0.16%	204

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Custom Index Systems's PSA Position: Q1 2024 in Review

Custom Index Systems sold out of Public Storage (PSA) in Q1 2024, closing a stake of 844 shares — an estimated $257K sold.

Custom Index Systems first reported a position in PSA in Q4 2023 and held it in 1 quarter. The position peaked at $257K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Custom Index Systems reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Custom Index Systems sold 844 Public Storage shares in Q1 2024, an estimated $257K.
Custom Index Systems first reported a position in Public Storage in Q4 2023 and held it in 1 quarter.
Custom Index Systems's Public Storage position peaked at $257K in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.