Hill Winds Capital’s Public Storage PSA Stock Holding History

Hill Winds Capital’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
2022 Q4	$8.69M	Sell	31,000 -9,000	-23%	-$2.62M	4.41%	6
2022 Q3	$11.7M	Buy	+40,000	New	+$13M	5.21%	4
2022 Q2	–	Sell	-33,500	Closed	-$13.1M	–	46
2022 Q1	$13.1M	Buy	33,500 +17,000	+103%	+$6.17M	5.19%	1
2021 Q4	$6.18M	Hold	16,500	–	–	2.91%	12
2021 Q3	$4.9M	Sell	16,500 -9,000	-35%	-$2.82M	2.31%	16
2021 Q2	$7.67M	Buy	25,500 +16,000	+168%	+$4.49M	4.07%	9
2021 Q1	$2.34M	Buy	+9,500	New	+$2.21M	1.28%	31
2020 Q3	–	Sell	-16,000	Closed	-$3.07M	–	37
2020 Q2	$3.07M	Buy	+16,000	New	+$3.09M	4.41%	11
2020 Q1	–	Sell	-34,500	Closed	-$7.35M	–	23
2019 Q4	$7.35M	Buy	+34,500	New	+$7.66M	4.95%	7

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Hill Winds Capital's PSA Position: Q4 2022 in Review

Hill Winds Capital reduced its Public Storage (PSA) stake by 23% in Q4 2022, selling an estimated $2.62M and leaving 31,000 shares worth $8.69M. The position accounts for 4.41% of the portfolio, ranked #6.

Hill Winds Capital first reported a position in PSA in Q4 2019 and has held it in 9 quarters since. The position peaked at $13.1M in Q1 2022. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Hill Winds Capital held 31,000 shares of Public Storage worth $8.69M as of Q4 2022.
Hill Winds Capital sold 9,000 Public Storage shares in Q4 2022, an estimated $2.62M.
Public Storage made up 4.41% of Hill Winds Capital's portfolio in Q4 2022, its #6 holding.
Hill Winds Capital first reported a position in Public Storage in Q4 2019 and has held it in 9 quarters since.
Hill Winds Capital's Public Storage position peaked at $13.1M in Q1 2022.
956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Hill Winds Capital's 13F filing for Q4 2022, filed 3 Feb 2023.