Inverness Counsel’s Public Storage PSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$3.38M Sell
11,539
-5
-0% -$1.63K 0.19% 55
2022
Q2
$3.61M Buy
11,544
+390
+3% +$135K 0.2% 52
2022
Q1
$4.35M Buy
+11,154
New +$4.05M 0.2% 53

Other funds holding PSA

Inverness Counsel's PSA Position: Q3 2022 in Review

Inverness Counsel reduced its Public Storage (PSA) stake by 0.04% in Q3 2022, selling an estimated $1.63K and leaving 11,539 shares worth $3.38M. The position accounts for 0.19% of the portfolio, ranked #55.

Inverness Counsel first reported a position in PSA in Q1 2022 and has held it in 3 quarters since. The position peaked at $4.35M in Q1 2022. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Inverness Counsel held 11,539 shares of Public Storage worth $3.38M as of Q3 2022.
  • Inverness Counsel sold 5 Public Storage shares in Q3 2022, an estimated $1.63K.
  • Public Storage made up 0.19% of Inverness Counsel's portfolio in Q3 2022, its #55 holding.
  • Inverness Counsel first reported a position in Public Storage in Q1 2022 and has held it in 3 quarters since.
  • Inverness Counsel's Public Storage position peaked at $4.35M in Q1 2022.
  • 933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.