Darwin Wealth Management’s Public Storage PSA Stock Holding History

Darwin Wealth Management’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
2022 Q4	–	Sell	-3,119	Closed	-$910K	–	172
2022 Q3	$910K	Sell	3,119 -100	-3%	-$32.5K	0.23%	81
2022 Q2	$1.03M	Buy	3,219 +106	+3%	+$36.7K	0.21%	86
2022 Q1	$1.22M	Buy	+3,113	New	+$1.13M	0.2%	84
2020 Q2	–	Sell	-333	Closed	-$66K	–	606
2020 Q1	$66K	Buy	+333	New	+$71.3K	0.02%	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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Darwin Wealth Management's PSA Position: Q4 2022 in Review

Darwin Wealth Management sold out of Public Storage (PSA) in Q4 2022, closing a stake of 3,119 shares — an estimated $910K sold.

Darwin Wealth Management first reported a position in PSA in Q1 2020 and held it in 4 quarters. The position peaked at $1.22M in Q1 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Darwin Wealth Management reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Darwin Wealth Management sold 3,119 Public Storage shares in Q4 2022, an estimated $910K.
Darwin Wealth Management first reported a position in Public Storage in Q1 2020 and held it in 4 quarters.
Darwin Wealth Management's Public Storage position peaked at $1.22M in Q1 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Darwin Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.