Garde Capital’s Public Storage PSA Stock Holding History

Garde Capital’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	-1,500	Closed	-$438K	–	272
2023 Q2	$438K	Buy	+1,500	New	+$437K	0.04%	155
2019 Q1	–	Sell	-1,473	Closed	-$298K	–	163
2018 Q4	$298K	Hold	1,473	–	–	0.05%	140
2018 Q3	$305K	Hold	1,473	–	–	0.05%	144
2018 Q2	$334K	Hold	1,473	–	–	0.06%	134
2018 Q1	$295K	Hold	1,473	–	–	0.05%	137
2017 Q4	$308K	Hold	1,473	–	–	0.06%	132
2017 Q3	$315K	Buy	+1,473	New	+$304K	0.06%	130

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Garde Capital's PSA Position: Q3 2023 in Review

Garde Capital sold out of Public Storage (PSA) in Q3 2023, closing a stake of 1,500 shares — an estimated $438K sold.

Garde Capital first reported a position in PSA in Q3 2017 and held it in 7 quarters. The position peaked at $438K in Q2 2023. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Garde Capital reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Garde Capital sold 1,500 Public Storage shares in Q3 2023, an estimated $438K.
Garde Capital first reported a position in Public Storage in Q3 2017 and held it in 7 quarters.
Garde Capital's Public Storage position peaked at $438K in Q2 2023.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Garde Capital's 13F filing for Q3 2023, filed 17 Nov 2023.