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Epoch Investment Partners’s Public Storage PSA Stock Holding History

Epoch Investment Partners’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
-64,991
Closed -$17.1M – 432
2023
Q3 		$17.1M Buy
64,991
+22,180
+52% +$6.22M 0.11% 203
2023
Q2 		$12.5M Buy
+42,811
New +$12.5M 0.07% 249
2022
Q2 		– Sell
-30,206
Closed -$11.8M – 451
2022
Q1 		$11.8M Sell
30,206
-203
-0.7% -$73.7K 0.06% 266
2021
Q4 		$11.4M Sell
30,409
-17,079
-36% -$5.7M 0.06% 265
2021
Q3 		$14.1M Sell
47,488
-3,681
-7% -$1.16M 0.08% 228
2021
Q2 		$15.4M Sell
51,169
-6,024
-11% -$1.69M 0.08% 212
2021
Q1 		$14.1M Buy
57,193
+26,412
+86% +$6.15M 0.07% 220
2020
Q4 		$7.11M Buy
+30,781
New +$7.06M 0.03% 256
2019
Q4 		– Sell
-333,878
Closed -$81.9M – 296
2019
Q3 		$81.9M Sell
333,878
-66,940
-17% -$16.8M 0.37% 103
2019
Q2 		$95.5M Sell
400,818
-38,946
-9% -$8.93M 0.43% 92
2019
Q1 		$95.8M Sell
439,764
-17,854
-4% -$3.74M 0.42% 91
2018
Q4 		$92.6M Sell
457,618
-66,233
-13% -$13.5M 0.43% 85
2018
Q3 		$106M Sell
523,851
-34,925
-6% -$7.54M 0.4% 90
2018
Q2 		$127K Sell
558,776
-42,042
-7% -$8.75M 0.39% 84
2018
Q1 		$120M Sell
600,818
-42,608
-7% -$8.3M 0.43% 86
2017
Q4 		$134M Buy
643,426
+13,930
+2% +$2.94M 0.45% 82
2017
Q3 		$135M Sell
629,496
-12,293
-2% -$2.54M 0.45% 83
2017
Q2 		$134M Buy
641,789
+625,297
+3,792% +$134M 0.45% 87
2017
Q1 		$3.61M Buy
16,492
+6,442
+64% +$1.43M 0.01% 259
2016
Q4 		$2.25M Buy
10,050
+3,002
+43% +$639K 0.01% 243
2016
Q3 		$1.57M Buy
+7,048
New +$1.65M 0.01% 258

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Epoch Investment Partners's PSA Position: Q4 2023 in Review

Epoch Investment Partners sold out of Public Storage (PSA) in Q4 2023, closing a stake of 64,991 shares — an estimated $17.1M sold.

Epoch Investment Partners first reported a position in PSA in Q3 2016 and held it in 21 quarters. The position peaked at $135M in Q3 2017. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Epoch Investment Partners reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 64,991 Public Storage shares in Q4 2023, an estimated $17.1M.
  • Epoch Investment Partners first reported a position in Public Storage in Q3 2016 and held it in 21 quarters.
  • Epoch Investment Partners's Public Storage position peaked at $135M in Q3 2017.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Epoch Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.