Harel Insurance Investments & Financial Services’s Public Storage PSA Stock Holding History

Harel Insurance Investments & Financial Services’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	-25	Closed	-$7K	–	752
2023 Q2	$7K	Sell	25 -10	-29%	-$2.91K	﹤0.01%	653
2023 Q1	$10K	Sell	35 -20	-36%	-$5.88K	﹤0.01%	633
2022 Q4	$15K	Sell	55 -860	-94%	-$251K	﹤0.01%	592
2022 Q3	$263K	Buy	915 +795	+663%	+$259K	0.01%	276
2022 Q2	$38K	Hold	120	–	–	﹤0.01%	551
2022 Q1	$47K	Buy	+120	New	+$43.5K	﹤0.01%	523
2021 Q4	–	Sell	-3,770	Closed	-$1.12M	–	803
2021 Q3	$1.12M	Buy	+3,770	New	+$1.18M	0.03%	134
2019 Q4	–	Sell	-1,700	Closed	-$417K	–	541
2019 Q3	$417K	Buy	+1,700	New	+$427K	0.03%	127
2016 Q4	–	Sell	-220	Closed	-$49K	–	426
2016 Q3	$49K	Hold	220	–	–	0.01%	225
2016 Q2	$56K	Hold	220	–	–	0.01%	330
2016 Q1	$61K	Buy	220 +70	+47%	+$17.7K	0.01%	191
2015 Q4	$37K	Buy	+150	New	+$35.1K	﹤0.01%	216

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Harel Insurance Investments & Financial Services's PSA Position: Q3 2023 in Review

Harel Insurance Investments & Financial Services sold out of Public Storage (PSA) in Q3 2023, closing a stake of 25 shares — an estimated $7K sold.

Harel Insurance Investments & Financial Services first reported a position in PSA in Q4 2015 and held it in 12 quarters. The position peaked at $1.12M in Q3 2021. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Harel Insurance Investments & Financial Services reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 25 Public Storage shares in Q3 2023, an estimated $7K.
Harel Insurance Investments & Financial Services first reported a position in Public Storage in Q4 2015 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Public Storage position peaked at $1.12M in Q3 2021.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q3 2023, filed 30 Oct 2023.