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JLP Asset Management’s Public Storage PSA Stock Holding History

JLP Asset Management’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
Q1 		– Sell
-20,744
Closed -$6.33M – 22
2023
Q4 		$6.33M Buy
20,744
+1,100
+6% +$292K 7.51% 4
2023
Q3 		$5.18M Sell
19,644
-1,600
-8% -$448K 6.36% 6
2023
Q2 		$6.2M Sell
21,244
-19,800
-48% -$5.77M 6.86% 6
2023
Q1 		$12.4M Sell
41,044
-9,100
-18% -$2.68M 8.26% 6
2022
Q4 		$14M Buy
50,144
+17,600
+54% +$5.13M 9.39% 4
2022
Q3 		$9.53M Hold
32,544
– – 6.79% 7
2022
Q2 		$10.2M Buy
32,544
+7,500
+30% +$2.6M 6.73% 6
2022
Q1 		$9.77M Buy
25,044
+4,900
+24% +$1.78M 6.07% 7
2021
Q4 		$7.54M Sell
20,144
-1,900
-9% -$635K 3.69% 12
2021
Q3 		$6.55M Hold
22,044
– – 3.61% 12
2021
Q2 		$6.63M Buy
22,044
+2,000
+10% +$561K 3.56% 13
2021
Q1 		$4.95M Hold
20,044
– – 3.15% 14
2020
Q4 		$4.63M Buy
20,044
+3,000
+18% +$688K 3.05% 14
2020
Q3 		$3.8M Hold
17,044
– – 3.3% 13
2020
Q2 		$3.27M Buy
17,044
+3,900
+30% +$752K 2.62% 14
2020
Q1 		$2.61M Buy
13,144
+4,930
+60% +$1.06M 1.81% 19
2019
Q4 		$1.75M Hold
8,214
– – 1.2% 26
2019
Q3 		$2.02M Sell
8,214
-10,850
-57% -$2.72M 1.34% 27
2019
Q2 		$4.54M Hold
19,064
– – 2.97% 14
2019
Q1 		$4.15M Hold
19,064
– – 2.81% 19
2018
Q4 		$3.86M Buy
+19,064
New +$3.89M 3.43% 9

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JLP Asset Management's PSA Position: Q1 2024 in Review

JLP Asset Management sold out of Public Storage (PSA) in Q1 2024, closing a stake of 20,744 shares — an estimated $6.33M sold.

JLP Asset Management first reported a position in PSA in Q4 2018 and held it in 21 quarters. The position peaked at $14M in Q4 2022. 1,068 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

  • JLP Asset Management reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
  • JLP Asset Management sold 20,744 Public Storage shares in Q1 2024, an estimated $6.33M.
  • JLP Asset Management first reported a position in Public Storage in Q4 2018 and held it in 21 quarters.
  • JLP Asset Management's Public Storage position peaked at $14M in Q4 2022.
  • 1,068 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on JLP Asset Management's 13F filing for Q1 2024.