Ergoteles’s Public Storage PSA Stock Holding History

Ergoteles’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 Q3	–	Sell	-19,020	Closed	-$5.55M	–	642
2023 Q2	$5.55M	Buy	+19,020	New	+$5.54M	0.27%	95
2023 Q1	–	Sell	-13,064	Closed	-$3.66M	–	1664
2022 Q4	$3.66M	Buy	+13,064	New	+$3.81M	0.13%	154
2022 Q3	–	Sell	-16,134	Closed	-$5.04M	–	1890
2022 Q2	$5.04M	Buy	16,134 +9,486	+143%	+$3.28M	0.15%	148
2022 Q1	$2.6M	Buy	6,648 +3,114	+88%	+$1.13M	0.1%	216
2021 Q4	$1.32M	Buy	3,534 +970	+38%	+$324K	0.05%	351
2021 Q3	$762K	Buy	+2,564	New	+$805K	0.03%	457
2021 Q1	–	Sell	-4,587	Closed	-$1.06M	–	1003
2020 Q4	$1.06M	Buy	+4,587	New	+$1.05M	0.04%	323

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ergoteles's PSA Position: Q3 2023 in Review

Ergoteles sold out of Public Storage (PSA) in Q3 2023, closing a stake of 19,020 shares — an estimated $5.55M sold.

Ergoteles first reported a position in PSA in Q4 2020 and held it in 7 quarters. The position peaked at $5.55M in Q2 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Ergoteles reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 19,020 Public Storage shares in Q3 2023, an estimated $5.55M.
Ergoteles first reported a position in Public Storage in Q4 2020 and held it in 7 quarters.
Ergoteles's Public Storage position peaked at $5.55M in Q2 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.