Kelly Financial Services’s Public Storage PSA Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-61	Closed	-$17.6K	–	587
2024 Q2	$17.6K	Hold	61	–	–	0.01%	347
2024 Q1	$17.6K	Buy	61 +1	+2%	+$287	0.01%	350
2023 Q4	$18.3K	Buy	60 +1	+2%	+$265	0.01%	318
2023 Q3	$15.6K	Hold	59	–	–	0.01%	306
2023 Q2	$17.1K	Buy	59 +1	+2%	+$291	0.01%	297
2023 Q1	$17.6K	Buy	58 +1	+2%	+$294	0.01%	286
2022 Q4	$16.1K	Hold	57	–	–	0.01%	285
2022 Q3	$16.7K	Buy	57 +3	+6%	+$976	0.01%	270
2022 Q2	$17K	Hold	54	–	–	0.01%	271
2022 Q1	$21.1K	Hold	54	–	–	0.01%	265
2021 Q4	$20.2K	Hold	54	–	–	0.01%	270
2021 Q3	$15.9K	Sell	54 -15,951	-100%	-$5.01M	0.01%	279
2021 Q2	$53K	Buy	16,005 +15,952	+30,098%	+$4.47M	﹤0.01%	453
2021 Q1	$13K	Buy	53 +1	+2%	+$233	0.01%	266
2020 Q4	$12.1K	Hold	52	–	–	0.01%	245
2020 Q3	$11.6K	Hold	52	–	–	0.01%	240
2020 Q2	$9.89K	Buy	52 +1	+2%	+$193	0.01%	246
2020 Q1	$10.1K	Buy	+51	New	+$10.9K	0.01%	209

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kelly Financial Services's PSA Position: Q3 2024 in Review

Kelly Financial Services sold out of Public Storage (PSA) in Q3 2024, closing a stake of 61 shares — an estimated $17.6K sold.

Kelly Financial Services first reported a position in PSA in Q1 2020 and held it in 18 quarters. The position peaked at $53K in Q2 2021. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Kelly Financial Services reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 61 Public Storage shares in Q3 2024, an estimated $17.6K.
Kelly Financial Services first reported a position in Public Storage in Q1 2020 and held it in 18 quarters.
Kelly Financial Services's Public Storage position peaked at $53K in Q2 2021.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.