Dividend Assets Capital’s Public Storage PSA Stock Holding History

Dividend Assets Capital’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	–	Sell	-63	Closed	-$17K	–	478
2023 Q3	$17K	Hold	63	–	–	﹤0.01%	346
2023 Q2	$18K	Sell	63 -157	-71%	-$45.8K	﹤0.01%	359
2023 Q1	$62K	Hold	220	–	–	0.01%	254
2022 Q4	$62K	Buy	220 +110	+100%	+$32.1K	0.01%	254
2022 Q3	$32K	Hold	110	–	–	0.01%	319
2022 Q2	$34K	Hold	110	–	–	0.01%	326
2022 Q1	$43K	Hold	110	–	–	0.01%	311
2021 Q4	$41K	Hold	110	–	–	0.01%	312
2021 Q3	$33K	Hold	110	–	–	0.01%	326
2021 Q2	$33K	Hold	110	–	–	0.01%	340
2021 Q1	$27K	Hold	110	–	–	0.01%	364
2020 Q4	$25K	Buy	+110	New	+$25.2K	﹤0.01%	355

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

Dividend Assets Capital's PSA Position: Q4 2023 in Review

Dividend Assets Capital sold out of Public Storage (PSA) in Q4 2023, closing a stake of 63 shares — an estimated $17K sold.

Dividend Assets Capital first reported a position in PSA in Q4 2020 and held it in 12 quarters. The position peaked at $62K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Dividend Assets Capital reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Dividend Assets Capital sold 63 Public Storage shares in Q4 2023, an estimated $17K.
Dividend Assets Capital first reported a position in Public Storage in Q4 2020 and held it in 12 quarters.
Dividend Assets Capital's Public Storage position peaked at $62K in Q1 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Dividend Assets Capital's 13F filing for Q4 2023, filed 14 Feb 2024.