Howe & Rusling’s Public Storage PSA Stock Holding History

Howe & Rusling’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	–	Sell	-35	Closed	-$10K	–	850
2022 Q3	$10K	Hold	35	–	–	﹤0.01%	539
2022 Q2	$11K	Hold	35	–	–	﹤0.01%	523
2022 Q1	$14K	Hold	35	–	–	﹤0.01%	474
2021 Q4	$13K	Hold	35	–	–	﹤0.01%	496
2021 Q3	$10K	Sell	35 -11	-24%	-$3.45K	﹤0.01%	520
2021 Q2	$14K	Buy	46 +11	+31%	+$3.08K	﹤0.01%	448
2021 Q1	$9K	Hold	35	–	–	﹤0.01%	513
2020 Q4	$8K	Hold	35	–	–	﹤0.01%	520
2020 Q3	$8K	Sell	35 -6	-15%	-$1.23K	﹤0.01%	483
2020 Q2	$8K	Sell	41 -25,701	-100%	-$4.96M	﹤0.01%	462
2020 Q1	$5.11M	Buy	25,742 +8,488	+49%	+$1.82M	1.1%	32
2019 Q4	$3.67M	Buy	17,254 +2,282	+15%	+$506K	0.61%	54
2019 Q3	$3.67M	Buy	+14,972	New	+$3.76M	0.64%	55
2019 Q1	–	Sell	-72	Closed	-$15K	–	871
2018 Q4	$15K	Hold	72	–	–	﹤0.01%	389
2018 Q3	$15K	Buy	+72	New	+$15.5K	﹤0.01%	437
2018 Q1	–	Sell	-2	Closed	-$1K	–	995
2017 Q4	$1K	Sell	2 -164	-99%	-$34.7K	﹤0.01%	795
2017 Q3	$35K	Buy	+166	New	+$34.3K	0.01%	336

Other funds holding PSA

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

BlackRock New York $5.7T 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group

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