First Merchants Corp’s Public Storage PSA Stock Holding History

First Merchants Corp’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 Q2	–	Sell	-1,000	Closed	-$290K	–	383
2024 Q1	$290K	Sell	1,000 -1,756	-64%	-$503K	0.02%	200
2023 Q4	$841K	Sell	2,756 -1,040	-27%	-$276K	0.07%	151
2023 Q3	$1M	Sell	3,796 -144	-4%	-$40.4K	0.09%	148
2023 Q2	$1.15M	Sell	3,940 -208	-5%	-$60.6K	0.1%	147
2023 Q1	$1.25M	Sell	4,148 -180	-4%	-$52.9K	0.11%	146
2022 Q4	$1.21M	Buy	4,328 +150	+4%	+$43.7K	0.11%	148
2022 Q3	$1.22M	Buy	4,178 +1,123	+37%	+$365K	0.12%	150
2022 Q2	$955K	Buy	3,055 +888	+41%	+$307K	0.09%	163
2022 Q1	$846K	Buy	2,167 +6	+0.3%	+$2.18K	0.07%	173
2021 Q4	$809K	Sell	2,161 -1	-0%	-$334	0.06%	182
2021 Q3	$642K	Buy	2,162 +459	+27%	+$144K	0.04%	191
2021 Q2	$512K	Buy	1,703 +83	+5%	+$23.3K	0.03%	198
2021 Q1	$400K	Buy	1,620 +141	+10%	+$32.8K	0.03%	216
2020 Q4	$342K	Buy	1,479 +479	+48%	+$110K	0.02%	217
2020 Q3	$223K	Buy	+1,000	New	+$204K	0.02%	239
2020 Q1	–	Sell	-1,000	Closed	-$213K	–	248
2019 Q4	$213K	Sell	1,000 -1,020	-50%	-$226K	0.02%	244
2019 Q3	$495K	Sell	2,020 -16	-0.8%	-$4.02K	0.05%	208
2019 Q2	$485K	Buy	2,036 +36	+2%	+$8.26K	0.08%	162
2019 Q1	$436K	Hold	2,000	–	–	0.07%	164
2018 Q4	$405K	Hold	2,000	–	–	0.08%	161
2018 Q3	$403K	Sell	2,000 -32	-2%	-$6.91K	0.07%	167
2018 Q2	$461K	Buy	2,032 +32	+2%	+$6.66K	0.08%	165
2018 Q1	$401K	Hold	2,000	–	–	0.07%	173
2017 Q4	$418K	Hold	2,000	–	–	0.07%	177
2017 Q3	$428K	Buy	+2,000	New	+$413K	0.07%	178

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

First Merchants Corp's PSA Position: Q2 2024 in Review

First Merchants Corp sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,000 shares — an estimated $290K sold.

First Merchants Corp first reported a position in PSA in Q3 2017 and held it in 25 quarters. The position peaked at $1.25M in Q1 2023. 1,067 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

First Merchants Corp reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
First Merchants Corp sold 1,000 Public Storage shares in Q2 2024, an estimated $290K.
First Merchants Corp first reported a position in Public Storage in Q3 2017 and held it in 25 quarters.
First Merchants Corp's Public Storage position peaked at $1.25M in Q1 2023.
1,067 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on First Merchants Corp's 13F filing for Q2 2024, filed 25 Jul 2024.