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	–	868
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	–	992
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 $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

Howe & Rusling's PSA Position: Q4 2022 in Review

Howe & Rusling sold out of Public Storage (PSA) in Q4 2022, closing a stake of 35 shares — an estimated $10K sold.

Howe & Rusling first reported a position in PSA in Q3 2017 and held it in 17 quarters. The position peaked at $5.11M in Q1 2020. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Howe & Rusling reported no remaining Public Storage position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 35 Public Storage shares in Q4 2022, an estimated $10K.
Howe & Rusling first reported a position in Public Storage in Q3 2017 and held it in 17 quarters.
Howe & Rusling's Public Storage position peaked at $5.11M in Q1 2020.
956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.