Freestone Capital Holdings’s Public Storage PSA Stock Holding History

Freestone Capital Holdings’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
2022 Q3	–	Sell	-752	Closed	-$235K	–	425
2022 Q2	$235K	Sell	752 -1,046	-58%	-$362K	0.01%	365
2022 Q1	$702K	Buy	1,798 +682	+61%	+$248K	0.03%	293
2021 Q4	$418K	Buy	1,116 +178	+19%	+$59.5K	0.02%	341
2021 Q3	$279K	Buy	938 +50	+6%	+$15.7K	0.01%	360
2021 Q2	$267K	Buy	+888	New	+$249K	0.01%	365
2021 Q1	–	Sell	-765	Closed	-$177K	–	932
2020 Q4	$177K	Hold	765	–	–	0.01%	364
2020 Q3	$170K	Sell	765 -637	-45%	-$130K	0.01%	346
2020 Q2	$269K	Buy	+1,402	New	+$270K	﹤0.01%	296
2013 Q4	–	Sell	-13,700	Closed	-$1.91M	–	367
2013 Q3	$1.91M	Buy	+13,700	New	+$2.17M	0.34%	51

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

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Freestone Capital Holdings's PSA Position: Q3 2022 in Review

Freestone Capital Holdings sold out of Public Storage (PSA) in Q3 2022, closing a stake of 752 shares — an estimated $235K sold.

Freestone Capital Holdings first reported a position in PSA in Q3 2013 and held it in 9 quarters. The position peaked at $1.91M in Q3 2013. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Freestone Capital Holdings reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Freestone Capital Holdings sold 752 Public Storage shares in Q3 2022, an estimated $235K.
Freestone Capital Holdings first reported a position in Public Storage in Q3 2013 and held it in 9 quarters.
Freestone Capital Holdings's Public Storage position peaked at $1.91M in Q3 2013.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Freestone Capital Holdings's 13F filing for Q3 2022, filed 9 Nov 2022.