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Donaldson Capital Management’s Public Storage PSA Stock Holding History

Donaldson Capital 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
-713
Closed -$209K – 228
2022
Q3 		$209K Sell
713
-1,235
-63% -$402K 0.01% 212
2022
Q2 		$609K Buy
1,948
+194
+11% +$67.2K 0.03% 144
2022
Q1 		$684K Sell
1,754
-109
-6% -$39.6K 0.03% 153
2021
Q4 		$698K Buy
1,863
+189
+11% +$63.1K 0.03% 156
2021
Q3 		$497K Sell
1,674
-112
-6% -$35.1K 0.03% 169
2021
Q2 		$537K Sell
1,786
-66
-4% -$18.5K 0.03% 165
2021
Q1 		$457K Sell
1,852
-72
-4% -$16.8K 0.03% 180
2020
Q4 		$444K Sell
1,924
-97
-5% -$22.2K 0.03% 177
2020
Q3 		$450K Buy
2,021
+29
+1% +$5.93K 0.03% 164
2020
Q2 		$382K Sell
1,992
-271
-12% -$52.3K 0.03% 154
2020
Q1 		$449K Sell
2,263
-43
-2% -$9.21K 0.04% 119
2019
Q4 		$491K Buy
2,306
+4
+0.2% +$888 0.03% 130
2019
Q3 		$565K Sell
2,302
-1,195
-34% -$300K 0.04% 115
2019
Q2 		$833K Sell
3,497
-685
-16% -$157K 0.07% 85
2019
Q1 		$911K Sell
4,182
-850
-17% -$178K 0.08% 80
2018
Q4 		$1.02M Sell
5,032
-5,085
-50% -$1.04M 0.1% 75
2018
Q3 		$2.04M Sell
10,117
-75,514
-88% -$16.3M 0.18% 63
2018
Q2 		$19.4M Buy
85,631
+3,141
+4% +$654K 1.89% 29
2018
Q1 		$16.5M Sell
82,490
-13,216
-14% -$2.57M 1.63% 30
2017
Q4 		$20M Sell
95,706
-5,334
-5% -$1.13M 1.95% 26
2017
Q3 		$21.6M Buy
101,040
+11,481
+13% +$2.37M 2.27% 25
2017
Q2 		$18.7M Buy
89,559
+1,612
+2% +$347K 2.12% 28
2017
Q1 		$19.3M Buy
+87,947
New +$19.5M 2.24% 26

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Donaldson Capital Management's PSA Position: Q4 2022 in Review

Donaldson Capital Management sold out of Public Storage (PSA) in Q4 2022, closing a stake of 713 shares — an estimated $209K sold.

Donaldson Capital Management first reported a position in PSA in Q1 2017 and held it in 23 quarters. The position peaked at $21.6M in Q3 2017. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

  • Donaldson Capital Management reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
  • Donaldson Capital Management sold 713 Public Storage shares in Q4 2022, an estimated $209K.
  • Donaldson Capital Management first reported a position in Public Storage in Q1 2017 and held it in 23 quarters.
  • Donaldson Capital Management's Public Storage position peaked at $21.6M in Q3 2017.
  • 957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Donaldson Capital Management's 13F filing for Q4 2022, filed 8 Feb 2023.