Jupiter Asset Management’s Public Storage PSA Stock Holding History

Jupiter 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
2023 Q1	–	Sell	-88,077	Closed	-$24.7M	–	483
2022 Q4	$24.7M	Buy	+88,077	New	+$25.7M	0.36%	84
2022 Q3	–	Sell	-91,778	Closed	-$28.7M	–	620
2022 Q2	$28.7M	Sell	91,778 -27,095	-23%	-$9.38M	0.4%	68
2022 Q1	$46.4M	Sell	118,873 -39,940	-25%	-$14.5M	0.55%	46
2021 Q4	$59.2M	Buy	158,813 +260	+0.2%	+$86.8K	0.65%	34
2021 Q3	$47.1M	Buy	158,553 +145,272	+1,094%	+$45.6M	0.53%	48
2021 Q2	$3.99M	Buy	+13,281	New	+$3.73M	0.04%	332

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Jupiter Asset Management's PSA Position: Q1 2023 in Review

Jupiter Asset Management sold out of Public Storage (PSA) in Q1 2023, closing a stake of 88,077 shares — an estimated $24.7M sold.

Jupiter Asset Management first reported a position in PSA in Q2 2021 and held it in 6 quarters. The position peaked at $59.2M in Q4 2021. 948 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Jupiter Asset Management reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Jupiter Asset Management sold 88,077 Public Storage shares in Q1 2023, an estimated $24.7M.
Jupiter Asset Management first reported a position in Public Storage in Q2 2021 and held it in 6 quarters.
Jupiter Asset Management's Public Storage position peaked at $59.2M in Q4 2021.
948 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Jupiter Asset Management's 13F filing for Q1 2023, filed 10 May 2023.