Hillsdale Investment Management’s Public Storage PSA Stock Holding History

Hillsdale Investment Management’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 Q1	–	Sell	-1,440	Closed	-$403K	–	629
2022 Q4	$403K	Sell	1,440 -100	-6%	-$29.2K	0.03%	384
2022 Q3	$451K	Buy	+1,540	New	+$501K	0.04%	350
2021 Q1	–	Sell	-30	Closed	-$7K	–	652
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	531
2020 Q3	$7K	Buy	30 +15	+100%	+$3.06K	﹤0.01%	521
2020 Q2	$3K	Hold	15	–	–	﹤0.01%	526
2020 Q1	$3K	Hold	15	–	–	﹤0.01%	547
2019 Q4	$3K	Hold	15	–	–	﹤0.01%	561
2019 Q3	$4K	Hold	15	–	–	﹤0.01%	569
2019 Q2	$4K	Hold	15	–	–	﹤0.01%	553
2019 Q1	$3K	Hold	15	–	–	﹤0.01%	567
2018 Q4	$3K	Hold	15	–	–	﹤0.01%	535
2018 Q3	$3K	Hold	15	–	–	﹤0.01%	438
2018 Q2	$3K	Buy	15 +5	+50%	+$1.04K	﹤0.01%	451
2018 Q1	$2K	Buy	10 +3	+43%	+$584	﹤0.01%	444
2017 Q4	$1K	Hold	7	–	–	﹤0.01%	470
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	458
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	451
2017 Q1	$2K	Hold	7	–	–	﹤0.01%	450
2016 Q4	$2K	Sell	7 -3	-30%	-$638	﹤0.01%	457
2016 Q3	$2K	Hold	10	–	–	﹤0.01%	470
2016 Q2	$3K	Hold	10	–	–	﹤0.01%	458
2016 Q1	$3K	Hold	10	–	–	﹤0.01%	434
2015 Q4	$2K	Buy	+10	New	+$2.34K	﹤0.01%	464

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Hillsdale Investment Management's PSA Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Public Storage (PSA) in Q1 2023, closing a stake of 1,440 shares — an estimated $403K sold.

Hillsdale Investment Management first reported a position in PSA in Q4 2015 and held it in 23 quarters. The position peaked at $451K in Q3 2022. 948 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Hillsdale Investment Management reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Hillsdale Investment Management sold 1,440 Public Storage shares in Q1 2023, an estimated $403K.
Hillsdale Investment Management first reported a position in Public Storage in Q4 2015 and held it in 23 quarters.
Hillsdale Investment Management's Public Storage position peaked at $451K in Q3 2022.
948 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.