Fund Management at Engine No 1’s Public Storage PSA Stock Holding History

Fund Management at Engine No 1’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	-2,263	Closed	-$596K	–	326
2023 Q3	$596K	Buy	2,263 +204	+10%	+$57.2K	0.09%	194
2023 Q2	$601K	Buy	2,059 +141	+7%	+$41.1K	0.11%	180
2023 Q1	$580K	Buy	1,918 +178	+10%	+$52.3K	0.12%	169
2022 Q4	$488K	Buy	1,740 +221	+15%	+$64.4K	0.12%	172
2022 Q3	$445K	Sell	1,519 -23	-1%	-$7.48K	0.13%	159
2022 Q2	$482K	Buy	1,542 +250	+19%	+$86.6K	0.13%	161
2022 Q1	$504K	Buy	+1,292	New	+$469K	0.13%	163

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Fund Management at Engine No 1's PSA Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of Public Storage (PSA) in Q4 2023, closing a stake of 2,263 shares — an estimated $596K sold.

Fund Management at Engine No 1 first reported a position in PSA in Q1 2022 and held it in 7 quarters. The position peaked at $601K in Q2 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Fund Management at Engine No 1 reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 2,263 Public Storage shares in Q4 2023, an estimated $596K.
Fund Management at Engine No 1 first reported a position in Public Storage in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's Public Storage position peaked at $601K in Q2 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.