Herold Advisors’s Public Storage PSA Stock Holding History

Herold Advisors’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 Q1	–	Sell	-705	Closed	-$215K	–	275
2023 Q4	$215K	Sell	705 -205	-23%	-$54.4K	0.06%	231
2023 Q3	$240K	Buy	+910	New	+$255K	0.07%	216
2022 Q2	–	Sell	-500	Closed	-$195K	–	549
2022 Q1	$195K	Buy	+500	New	+$181K	0.07%	201
2021 Q4	–	Sell	-500	Closed	-$148K	–	534
2021 Q3	$148K	Buy	+500	New	+$157K	0.06%	232

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Herold Advisors's PSA Position: Q1 2024 in Review

Herold Advisors sold out of Public Storage (PSA) in Q1 2024, closing a stake of 705 shares — an estimated $215K sold.

Herold Advisors first reported a position in PSA in Q3 2021 and held it in 4 quarters. The position peaked at $240K in Q3 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Herold Advisors reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Herold Advisors sold 705 Public Storage shares in Q1 2024, an estimated $215K.
Herold Advisors first reported a position in Public Storage in Q3 2021 and held it in 4 quarters.
Herold Advisors's Public Storage position peaked at $240K in Q3 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Herold Advisors's 13F filing for Q1 2024, filed 10 May 2024.