Harbor Investment Advisory’s National Storage Affiliates Trust NSA Stock Holding History

Harbor Investment Advisory’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-904	Closed	-$34.1K	–	1367
2023 Q1	$37.8K	Hold	904	–	–	0.01%	776
2022 Q4	$32.7K	Hold	904	–	–	0.01%	790
2022 Q3	$38K	Hold	904	–	–	0.01%	761
2022 Q2	$45K	Hold	904	–	–	0.01%	731
2022 Q1	$57K	Hold	904	–	–	0.01%	713
2021 Q4	$63K	Hold	904	–	–	0.01%	672
2021 Q3	$48K	Hold	904	–	–	0.01%	752
2021 Q2	$46K	Buy	904 +243	+37%	+$11.1K	0.01%	727
2021 Q1	$26K	Hold	661	–	–	﹤0.01%	840
2020 Q4	$24K	Buy	661 +189	+40%	+$6.52K	﹤0.01%	795
2020 Q3	$15K	Buy	472 +316	+203%	+$10.1K	﹤0.01%	796
2020 Q2	$4K	Buy	+156	New	+$4.47K	﹤0.01%	897

Other funds holding NSA

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harbor Investment Advisory's NSA Position: Q2 2023 in Review

Harbor Investment Advisory sold out of National Storage Affiliates Trust (NSA) in Q2 2023, closing a stake of 904 shares — an estimated $34.1K sold.

Harbor Investment Advisory first reported a position in NSA in Q2 2020 and held it in 12 quarters. The position peaked at $63K in Q4 2021. 334 funds tracked by Wall St. Rank hold NSA as of Q2 2023.

Harbor Investment Advisory reported no remaining National Storage Affiliates Trust position as of Q2 2023 after selling out during the quarter.
Harbor Investment Advisory sold 904 National Storage Affiliates Trust shares in Q2 2023, an estimated $34.1K.
Harbor Investment Advisory first reported a position in National Storage Affiliates Trust in Q2 2020 and held it in 12 quarters.
Harbor Investment Advisory's National Storage Affiliates Trust position peaked at $63K in Q4 2021.
334 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2023.

Based on Harbor Investment Advisory's 13F filing for Q2 2023, filed 14 Jul 2023.