Great Diamond Partners’s Public Storage PSA Stock Holding History

Great Diamond Partners’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	-2,463	Closed	-$714K	–	225
2024 Q1	$714K	Buy	2,463 +30	+1%	+$8.6K	0.16%	114
2023 Q4	$742K	Buy	2,433 +201	+9%	+$53.3K	0.18%	112
2023 Q3	$588K	Buy	2,232 +2	+0.1%	+$561	0.16%	120
2023 Q2	$651K	Buy	2,230 +130	+6%	+$37.9K	0.17%	110
2023 Q1	$634K	Sell	2,100 -232	-10%	-$68.2K	0.18%	107
2022 Q4	$653K	Buy	2,332 +183	+9%	+$53.4K	0.2%	102
2022 Q3	$629K	Buy	2,149 +298	+16%	+$96.9K	0.22%	95
2022 Q2	$578K	Buy	1,851 +1,310	+242%	+$454K	0.19%	101
2022 Q1	$211K	Sell	541 -6	-1%	-$2.18K	0.06%	207
2021 Q4	$204K	Buy	+547	New	+$183K	0.05%	212
2020 Q1	–	Sell	-523	Closed	-$111K	–	477
2019 Q4	$111K	Buy	+523	New	+$116K	0.04%	212

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Great Diamond Partners's PSA Position: Q2 2024 in Review

Great Diamond Partners sold out of Public Storage (PSA) in Q2 2024, closing a stake of 2,463 shares — an estimated $714K sold.

Great Diamond Partners first reported a position in PSA in Q4 2019 and held it in 11 quarters. The position peaked at $742K in Q4 2023. 1,064 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Great Diamond Partners reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Great Diamond Partners sold 2,463 Public Storage shares in Q2 2024, an estimated $714K.
Great Diamond Partners first reported a position in Public Storage in Q4 2019 and held it in 11 quarters.
Great Diamond Partners's Public Storage position peaked at $742K in Q4 2023.
1,064 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Great Diamond Partners's 13F filing for Q2 2024, filed 29 Jul 2024.