Gofen & Glossberg’s Public Storage PSA Stock Holding History

Gofen & Glossberg’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 Q4	$8.15M	Sell	29,083 -589	-2%	-$172K	0.21%	110
2022 Q3	$8.69M	Buy	29,672 +13	+0%	+$4.23K	0.25%	93
2022 Q2	$9.27M	Sell	29,659 -149	-0.5%	-$51.6K	0.25%	93
2022 Q1	$11.6M	Sell	29,808 -115	-0.4%	-$41.7K	0.27%	88
2021 Q4	$11.2M	Sell	29,923 -914	-3%	-$305K	0.24%	94
2021 Q3	$9.16M	Buy	30,837 +253	+0.8%	+$79.4K	0.21%	101
2021 Q2	$9.2M	Sell	30,584 -660	-2%	-$185K	0.22%	102
2021 Q1	$7.71M	Buy	31,244 +400	+1%	+$93.2K	0.2%	109
2020 Q4	$7.12M	Sell	30,844 -244	-0.8%	-$55.9K	0.2%	103
2020 Q3	$6.92M	Sell	31,088 -196	-0.6%	-$40.1K	0.21%	96
2020 Q2	$6M	Sell	31,284 -152	-0.5%	-$29.3K	0.2%	100
2020 Q1	$6.24M	Sell	31,436 -300	-0.9%	-$64.3K	0.24%	89
2019 Q4	$6.76M	Sell	31,736 -1,413	-4%	-$314K	0.21%	99
2019 Q3	$8.13M	Sell	33,149 -611	-2%	-$153K	0.27%	88
2019 Q2	$8.04M	Sell	33,760 -763	-2%	-$175K	0.28%	86
2019 Q1	$7.52M	Sell	34,523 -598	-2%	-$125K	0.27%	90
2018 Q4	$7.11M	Sell	35,121 -2,198	-6%	-$449K	0.28%	90
2018 Q3	$7.53M	Sell	37,319 -1,243	-3%	-$268K	0.26%	95
2018 Q2	$8.75M	Sell	38,562 -2,822	-7%	-$588K	0.32%	83
2018 Q1	$8.29M	Sell	41,384 -3,353	-7%	-$653K	0.31%	88
2017 Q4	$9.35M	Sell	44,737 -1,033	-2%	-$218K	0.33%	83
2017 Q3	$9.79M	Sell	45,770 -1,084	-2%	-$224K	0.36%	79
2017 Q2	$9.77M	Buy	46,854 +200	+0.4%	+$43K	0.37%	78
2017 Q1	$10.2M	Sell	46,654 -536	-1%	-$119K	0.4%	76
2016 Q4	$10.5M	Buy	47,190 +5,007	+12%	+$1.07M	0.43%	71
2016 Q3	$9.41M	Buy	42,183 +11,018	+35%	+$2.57M	0.39%	79
2016 Q2	$7.96M	Buy	31,165 +648	+2%	+$166K	0.33%	83
2016 Q1	$8.42M	Sell	30,517 -632	-2%	-$159K	0.36%	81
2015 Q4	$7.72M	Sell	31,149 -1,041	-3%	-$244K	0.33%	83
2015 Q3	$6.81M	Buy	32,190 +146	+0.5%	+$29.7K	0.31%	87
2015 Q2	$5.91M	Sell	32,044 -585	-2%	-$112K	0.25%	95
2015 Q1	$6.43M	Sell	32,629 -495	-1%	-$98K	0.28%	92
2014 Q4	$6.12M	Sell	33,124 -81	-0.2%	-$14.7K	0.26%	92
2014 Q3	$5.51M	Sell	33,205 -400	-1%	-$68.7K	0.24%	96
2014 Q2	$5.76M	Buy	33,605 +670	+2%	+$115K	0.25%	100
2014 Q1	$5.57M	Buy	32,935 +500	+2%	+$80.9K	0.26%	98
2013 Q4	$4.88M	Sell	32,435 -210	-0.6%	-$33.6K	0.23%	105
2013 Q3	$5.24M	Sell	32,645 -1,525	-4%	-$242K	0.27%	94
2013 Q2	$5.24M	Buy	+34,170	New	+$5.38M	0.28%	90

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

Cohen & Steers New York $57.6B AUM 8.03% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Gofen & Glossberg's PSA Position: Q4 2022 in Review

Gofen & Glossberg reduced its Public Storage (PSA) stake by 2% in Q4 2022, selling an estimated $172K and leaving 29,083 shares worth $8.15M. The position accounts for 0.21% of the portfolio, ranked #110.

Gofen & Glossberg first reported a position in PSA in Q2 2013 and has held it in 39 quarters since. The position peaked at $11.6M in Q1 2022. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Gofen & Glossberg held 29,083 shares of Public Storage worth $8.15M as of Q4 2022.
Gofen & Glossberg sold 589 Public Storage shares in Q4 2022, an estimated $172K.
Public Storage made up 0.21% of Gofen & Glossberg's portfolio in Q4 2022, its #110 holding.
Gofen & Glossberg first reported a position in Public Storage in Q2 2013 and has held it in 39 quarters since.
Gofen & Glossberg's Public Storage position peaked at $11.6M in Q1 2022.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.