Jackson Creek Investment Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Jackson Creek Investment Advisors’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-15,754	Closed	-$655K	–	351
2022 Q3	$655K	Sell	15,754 -704	-4%	-$35.9K	0.31%	182
2022 Q2	$903K	Sell	16,458 -1,349	-8%	-$73.5K	0.36%	155
2022 Q1	$1.12M	Sell	17,807 -6,797	-28%	-$418K	0.41%	95
2021 Q4	$1.7M	Sell	24,604 -1,717	-7%	-$106K	0.61%	9
2021 Q3	$1.39M	Buy	26,321 +236	+0.9%	+$13K	0.52%	25
2021 Q2	$1.32M	Sell	26,085 -3,154	-11%	-$144K	0.49%	30
2021 Q1	$1.17M	Buy	+29,239	New	+$1.11M	0.41%	95

Other funds holding NSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Jackson Creek Investment Advisors's NSA Position: Q4 2022 in Review

Jackson Creek Investment Advisors sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 15,754 shares — an estimated $655K sold.

Jackson Creek Investment Advisors first reported a position in NSA in Q1 2021 and held it in 7 quarters. The position peaked at $1.7M in Q4 2021. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Jackson Creek Investment Advisors reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
Jackson Creek Investment Advisors sold 15,754 National Storage Affiliates Trust shares in Q4 2022, an estimated $655K.
Jackson Creek Investment Advisors first reported a position in National Storage Affiliates Trust in Q1 2021 and held it in 7 quarters.
Jackson Creek Investment Advisors's National Storage Affiliates Trust position peaked at $1.7M in Q4 2021.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.