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HoyleCohen’s Public Storage PSA Stock Holding History

HoyleCohen’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
Q2 		$433K Sell
1,506
-48
-3% -$13.2K 0.03% 198
2024
Q1 		$451K Sell
1,554
-198
-11% -$56.8K 0.03% 203
2023
Q4 		$534K Buy
1,752
+1
+0.1% +$265 0.04% 191
2023
Q3 		$461K Buy
1,751
+2
+0.1% +$561 0.04% 184
2023
Q2 		$510K Buy
1,749
+2
+0.1% +$583 0.05% 188
2023
Q1 		$528K Sell
1,747
-19
-1% -$5.59K 0.05% 180
2022
Q4 		$495K Sell
1,766
-72
-4% -$21K 0.05% 185
2022
Q3 		$538K Buy
1,838
+2
+0.1% +$651 0.06% 166
2022
Q2 		$574K Buy
1,836
+1
+0.1% +$346 0.06% 173
2022
Q1 		$716K Sell
1,835
-6
-0.3% -$2.18K 0.06% 165
2021
Q4 		$689K Buy
1,841
+226
+14% +$75.5K 0.06% 173
2021
Q3 		$480K Sell
1,615
-35
-2% -$11K 0.05% 188
2021
Q2 		$496 Hold
1,650
– – 0.04% 188
2021
Q1 		$407K Sell
1,650
-45
-3% -$10.5K 0.04% 193
2020
Q4 		$391K Sell
1,695
-200
-11% -$45.8K 0.05% 177
2020
Q3 		$422K Hold
1,895
– – 0.06% 146
2020
Q2 		$364K Sell
1,895
-280
-13% -$54K 0.06% 144
2020
Q1 		$432K Hold
2,175
– – 0.09% 129
2019
Q4 		$463K Sell
2,175
-100
-4% -$22.2K 0.07% 143
2019
Q3 		$558K Hold
2,275
– – 0.1% 138
2019
Q2 		$542K Sell
2,275
-100
-4% -$22.9K 0.09% 132
2019
Q1 		$517K Sell
2,375
-325
-12% -$68K 0.09% 132
2018
Q4 		$547K Sell
2,700
-1,600
-37% -$327K 0.11% 120
2018
Q3 		$867K Hold
4,300
– – 0.16% 100
2018
Q2 		$975K Sell
4,300
-35
-0.8% -$7.29K 0.2% 92
2018
Q1 		$869K Buy
4,335
+73
+2% +$14.2K 0.18% 96
2017
Q4 		$891K Buy
+4,262
New +$901K 0.18% 97

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

HoyleCohen's PSA Position: Q2 2024 in Review

HoyleCohen reduced its Public Storage (PSA) stake by 3.1% in Q2 2024, selling an estimated $13.2K and leaving 1,506 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #198.

HoyleCohen first reported a position in PSA in Q4 2017 and has held it in 27 quarters since. The position peaked at $975K in Q2 2018. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • HoyleCohen held 1,506 shares of Public Storage worth $433K as of Q2 2024.
  • HoyleCohen sold 48 Public Storage shares in Q2 2024, an estimated $13.2K.
  • Public Storage made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #198 holding.
  • HoyleCohen first reported a position in Public Storage in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's Public Storage position peaked at $975K in Q2 2018.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.