Intersect Capital’s Public Storage PSA Stock Holding History

Intersect 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 Q2	–	Sell	-1,036	Closed	-$404K	–	421
2022 Q1	$404K	Buy	1,036 +12	+1%	+$4.36K	0.08%	235
2021 Q4	$384K	Sell	1,024 -1,308	-56%	-$437K	0.07%	257
2021 Q3	$693K	Buy	2,332 +103	+5%	+$32.3K	0.12%	143
2021 Q2	$670K	Buy	2,229 +27	+1%	+$7.57K	0.12%	143
2021 Q1	$543K	Buy	2,202 +159	+8%	+$37K	0.11%	149
2020 Q4	$472K	Buy	2,043 +79	+4%	+$18.1K	0.1%	146
2020 Q3	$437K	Buy	1,964 +50	+3%	+$10.2K	0.12%	127
2020 Q2	$367K	Sell	1,914 -46	-2%	-$8.88K	0.12%	124
2020 Q1	$389K	Buy	1,960 +30	+2%	+$6.43K	0.15%	107
2019 Q4	$411K	Buy	1,930 +1	+0.1%	+$222	0.14%	113
2019 Q3	$473K	Buy	1,929 +30	+2%	+$7.53K	0.18%	95
2019 Q2	$452K	Buy	+1,899	New	+$436K	0.17%	96
2019 Q1	–	Hold	0	–	–	–	94
2018 Q4	–	Hold	0	–	–	–	78
2018 Q3	–	Hold	0	–	–	–	84
2018 Q2	–	Hold	0	–	–	–	77
2018 Q1	–	Hold	0	–	–	–	80
2017 Q4	–	Hold	0	–	–	–	82
2017 Q3	–	Hold	0	–	–	–	71
2017 Q2	–	Hold	0	–	–	–	75
2015 Q1	–	Sell	-1,754	Closed	-$324K	–	470
2014 Q4	$324K	Buy	+1,754	New	+$318K	0.27%	62

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

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

Norges Bank Oslo, Norway $1T AUM

Intersect Capital's PSA Position: Q2 2022 in Review

Intersect Capital sold out of Public Storage (PSA) in Q2 2022, closing a stake of 1,036 shares — an estimated $404K sold.

Intersect Capital first reported a position in PSA in Q4 2014 and held it in 13 quarters. The position peaked at $693K in Q3 2021. 969 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Intersect Capital reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Intersect Capital sold 1,036 Public Storage shares in Q2 2022, an estimated $404K.
Intersect Capital first reported a position in Public Storage in Q4 2014 and held it in 13 quarters.
Intersect Capital's Public Storage position peaked at $693K in Q3 2021.
969 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.