Fernwood Investment Management’s National Storage Affiliates Trust NSA Stock Holding History

Fernwood Investment Management’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,604	Closed	-$150K	–	528
2024 Q1	$150K	Sell	3,604 -2,761	-43%	-$104K	0.04%	221
2023 Q4	$266K	Sell	6,365 -22	-0.3%	-$737	0.09%	161
2023 Q3	$263K	Buy	6,387 +151	+2%	+$5.11K	0.09%	156
2023 Q2	$259K	Buy	+6,236	New	+$235K	0.09%	157
2019 Q4	–	Sell	-11,203	Closed	-$374K	–	177
2019 Q3	$374K	Buy	+11,203	New	+$354K	0.19%	121

Other funds holding NSA

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fernwood Investment Management's NSA Position: Q2 2024 in Review

Fernwood Investment Management sold out of National Storage Affiliates Trust (NSA) in Q2 2024, closing a stake of 3,604 shares — an estimated $150K sold.

Fernwood Investment Management first reported a position in NSA in Q3 2019 and held it in 5 quarters. The position peaked at $374K in Q3 2019. 359 funds tracked by Wall St. Rank hold NSA as of Q2 2024.

Fernwood Investment Management reported no remaining National Storage Affiliates Trust position as of Q2 2024 after selling out during the quarter.
Fernwood Investment Management sold 3,604 National Storage Affiliates Trust shares in Q2 2024, an estimated $150K.
Fernwood Investment Management first reported a position in National Storage Affiliates Trust in Q3 2019 and held it in 5 quarters.
Fernwood Investment Management's National Storage Affiliates Trust position peaked at $374K in Q3 2019.
359 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.