DCM Advisors’s Public Storage PSA Stock Holding History

DCM Advisors’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	-1,235	Closed	-$362K	–	151
2022 Q3	$362K	Sell	1,235 -3,463	-74%	-$1.13M	0.18%	127
2022 Q2	$1.47M	Sell	4,698 -507	-10%	-$176K	0.64%	43
2022 Q1	$2.03M	Sell	5,205 -728	-12%	-$264K	0.72%	37
2021 Q4	$2.22M	Buy	5,933 +405	+7%	+$135K	0.66%	36
2021 Q3	$1.64M	Sell	5,528 -610	-10%	-$191K	0.63%	36
2021 Q2	$1.85M	Buy	6,138 +1,138	+23%	+$319K	1.05%	13
2021 Q1	$1.23M	Buy	+5,000	New	+$1.16M	0.72%	40

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

DCM Advisors's PSA Position: Q4 2022 in Review

DCM Advisors sold out of Public Storage (PSA) in Q4 2022, closing a stake of 1,235 shares — an estimated $362K sold.

DCM Advisors first reported a position in PSA in Q1 2021 and held it in 7 quarters. The position peaked at $2.22M in Q4 2021. 958 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

DCM Advisors reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 1,235 Public Storage shares in Q4 2022, an estimated $362K.
DCM Advisors first reported a position in Public Storage in Q1 2021 and held it in 7 quarters.
DCM Advisors's Public Storage position peaked at $2.22M in Q4 2021.
958 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.