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Donoghue Forlines’s Public Storage PSA Stock Holding History

Donoghue Forlines’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
2024
Q4 		– Sell
-2,801
Closed -$1.02M – 235
2024
Q3 		$1.02M Sell
2,801
-16
-0.6% -$5.19K 0.29% 115
2024
Q2 		$810K Buy
2,817
+393
+16% +$108K 0.23% 98
2024
Q1 		$703K Sell
2,424
-359
-13% -$103K 0.2% 107
2023
Q4 		$849K Buy
2,783
+192
+7% +$50.9K 0.27% 93
2023
Q3 		$683K Buy
2,591
+819
+46% +$230K 0.24% 135
2023
Q2 		$517K Buy
+1,772
New +$516K 0.16% 123
2023
Q1 		– Sell
-2,839
Closed -$795K – 254
2022
Q4 		$795K Sell
2,839
-631
-18% -$184K 0.28% 128
2022
Q3 		$1.02M Sell
3,470
-98
-3% -$31.9K 0.37% 38
2022
Q2 		$1.12M Sell
3,568
-200
-5% -$69.2K 0.29% 74
2022
Q1 		$1.47M Buy
3,768
+635
+20% +$230K 0.32% 73
2021
Q4 		$1.17M Buy
+3,133
New +$1.05M 0.2% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Donoghue Forlines's PSA Position: Q4 2024 in Review

Donoghue Forlines sold out of Public Storage (PSA) in Q4 2024, closing a stake of 2,801 shares — an estimated $1.02M sold.

Donoghue Forlines first reported a position in PSA in Q4 2021 and held it in 11 quarters. The position peaked at $1.47M in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

  • Donoghue Forlines reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 2,801 Public Storage shares in Q4 2024, an estimated $1.02M.
  • Donoghue Forlines first reported a position in Public Storage in Q4 2021 and held it in 11 quarters.
  • Donoghue Forlines's Public Storage position peaked at $1.47M in Q1 2022.
  • 1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.