Jefferies Group’s Public Storage PSA Stock Holding History

Jefferies Group’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
2020 Q2	–	Sell	-2,800	Closed	-$556K	–	1903
2020 Q1	$556K	Sell	2,800 -23,400	-89%	-$5.01M	0.01%	1275
2019 Q4	$5.58M	Buy	26,200 +20,700	+376%	+$4.59M	0.04%	468
2019 Q3	$1.35M	Buy	5,500 +4,900	+817%	+$1.23M	0.01%	1331
2019 Q2	$143K	Buy	+600	New	+$138K	﹤0.01%	2221
2018 Q1	–	Sell	-300	Closed	-$63K	–	2607
2017 Q4	$63K	Sell	300 -12,200	-98%	-$2.58M	﹤0.01%	2361
2017 Q3	$2.67M	Buy	12,500 +2,100	+20%	+$434K	0.02%	801
2017 Q2	$2.17M	Sell	10,400 -100	-1%	-$21.5K	0.01%	901
2017 Q1	$2.3M	Buy	+10,500	New	+$2.33M	0.02%	839

Other funds holding PSA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jefferies Group's PSA Position: Q3 2022 in Review

Jefferies Group opened a new position in Public Storage (PSA) in Q3 2022: 25,000 shares worth $7.32M. The stake represents 0.06% of the portfolio and ranks #260 among its holdings. This is a return to the name: Jefferies Group previously reported a position in PSA as recently as Q3 2020.

Jefferies Group first reported a position in PSA in Q2 2013 and has held it in 21 quarters since. The position peaked at $8.49M in Q3 2015. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Jefferies Group held 25,000 shares of Public Storage worth $7.32M as of Q3 2022.
Public Storage was a new Jefferies Group position in Q3 2022.
Public Storage made up 0.06% of Jefferies Group's portfolio in Q3 2022, its #260 holding.
Jefferies Group first reported a position in Public Storage in Q2 2013 and has held it in 21 quarters since.
Jefferies Group's Public Storage position peaked at $8.49M in Q3 2015.
932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.