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GYL Financial Synergies’s Public Storage PSA Stock Holding History

GYL Financial Synergies’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
Q3 		$2.39M Sell
6,557
-164
-2% -$53.2K 0.18% 111
2024
Q2 		$1.93M Buy
6,721
+599
+10% +$165K 0.15% 124
2024
Q1 		$1.78M Buy
6,122
+292
+5% +$83.7K 0.14% 134
2023
Q4 		$1.78M Buy
5,830
+198
+4% +$52.5K 0.15% 131
2023
Q3 		$1.48M Buy
5,632
+207
+4% +$58K 0.14% 135
2023
Q2 		$1.58M Buy
+5,425
New +$1.58M 0.14% 130

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GYL Financial Synergies's PSA Position: Q3 2024 in Review

GYL Financial Synergies reduced its Public Storage (PSA) stake by 2.4% in Q3 2024, selling an estimated $53.2K and leaving 6,557 shares worth $2.39M. The position accounts for 0.18% of the portfolio, ranked #111.

GYL Financial Synergies first reported a position in PSA in Q2 2023 and has held it in 6 quarters since. 1,132 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • GYL Financial Synergies held 6,557 shares of Public Storage worth $2.39M as of Q3 2024.
  • GYL Financial Synergies sold 164 Public Storage shares in Q3 2024, an estimated $53.2K.
  • Public Storage made up 0.18% of GYL Financial Synergies's portfolio in Q3 2024, its #111 holding.
  • GYL Financial Synergies first reported a position in Public Storage in Q2 2023 and has held it in 6 quarters since.
  • 1,132 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.