Desjardins Global Asset Management’s Public Storage PSA Stock Holding History

Desjardins Global Asset 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
2023 Q4	$375K	Sell	1,229 -5,655	-82%	-$1.5M	0.04%	272
2023 Q3	$1.81M	Buy	6,884 +314	+5%	+$88K	0.2%	114
2023 Q2	$1.92M	Sell	6,570 -529	-7%	-$154K	0.22%	100
2023 Q1	$2.15M	Buy	7,099 +872	+14%	+$256K	0.27%	73
2022 Q4	$1.74M	Buy	6,227 +5,751	+1,208%	+$1.68M	0.28%	76
2022 Q3	$139K	Hold	476	–	–	0.02%	371
2022 Q2	$148K	Buy	+476	New	+$165K	0.02%	364

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Desjardins Global Asset Management's PSA Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its Public Storage (PSA) stake by 82% in Q4 2023, selling an estimated $1.5M and leaving 1,229 shares worth $375K. The position accounts for 0.04% of the portfolio, ranked #272.

Desjardins Global Asset Management first reported a position in PSA in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.15M in Q1 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Desjardins Global Asset Management held 1,229 shares of Public Storage worth $375K as of Q4 2023.
Desjardins Global Asset Management sold 5,655 Public Storage shares in Q4 2023, an estimated $1.5M.
Public Storage made up 0.04% of Desjardins Global Asset Management's portfolio in Q4 2023, its #272 holding.
Desjardins Global Asset Management first reported a position in Public Storage in Q2 2022 and has held it in 7 quarters since.
Desjardins Global Asset Management's Public Storage position peaked at $2.15M in Q1 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.