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EdgeRock Capital’s Public Storage PSA Stock Holding History

EdgeRock 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
2024
Q3 		– Sell
-136
Closed -$39.2K – 238
2024
Q2 		$39.2K Buy
+136
New +$37.5K 0.03% 128
2024
Q1 		– Sell
-113
Closed -$31.7K – 255
2023
Q4 		$31.7K Buy
+113
New +$30K 0.02% 146
2022
Q4 		– Sell
-70
Closed -$20K – 308
2022
Q3 		$20K Buy
+70
New +$22.8K 0.01% 161

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

EdgeRock Capital's PSA Position: Q3 2024 in Review

EdgeRock Capital sold out of Public Storage (PSA) in Q3 2024, closing a stake of 136 shares — an estimated $39.2K sold.

EdgeRock Capital first reported a position in PSA in Q3 2022 and held it in 3 quarters. The position peaked at $39.2K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • EdgeRock Capital reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 136 Public Storage shares in Q3 2024, an estimated $39.2K.
  • EdgeRock Capital first reported a position in Public Storage in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Public Storage position peaked at $39.2K in Q2 2024.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.