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Kingfisher Capital’s Public Storage PSA Stock Holding History

Kingfisher Capital’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 		$6.42M Sell
17,646
-1,206
-6% -$392K 1.47% 21
2024
Q2 		$5.42M Sell
18,852
-123
-0.6% -$33.9K 1.27% 25
2024
Q1 		$5.5M Sell
18,975
-277
-1% -$79.4K 1.33% 24
2023
Q4 		$5.87M Sell
19,252
-598
-3% -$159K 1.53% 16
2023
Q3 		$5.23M Sell
19,850
-640
-3% -$179K 1.42% 16
2023
Q2 		$5.98M Sell
20,490
-7
-0% -$2.04K 1.56% 15
2023
Q1 		$6.19M Buy
20,497
+400
+2% +$118K 1.63% 11
2022
Q4 		$5.63M Buy
20,097
+317
+2% +$92.4K 1.5% 13
2022
Q3 		$5.79M Buy
19,780
+9,474
+92% +$3.08M 1.59% 9
2022
Q2 		$3.22M Buy
10,306
+254
+3% +$87.9K 0.92% 37
2022
Q1 		$3.92M Buy
10,052
+66
+0.7% +$24K 1.01% 31
2021
Q4 		$3.74M Buy
9,986
+355
+4% +$119K 0.86% 43
2021
Q3 		$2.86M Buy
9,631
+336
+4% +$105K 0.74% 52
2021
Q2 		$2.79M Buy
9,295
+222
+2% +$62.3K 0.71% 57
2021
Q1 		$2.24M Buy
9,073
+525
+6% +$122K 0.63% 71
2020
Q4 		$1.97M Buy
8,548
+353
+4% +$80.9K 0.6% 69
2020
Q3 		$1.82M Buy
8,195
+607
+8% +$124K 0.66% 56
2020
Q2 		$1.46M Buy
+7,588
New +$1.46M 0.65% 56

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kingfisher Capital's PSA Position: Q3 2024 in Review

Kingfisher Capital reduced its Public Storage (PSA) stake by 6.4% in Q3 2024, selling an estimated $392K and leaving 17,646 shares worth $6.42M. The position accounts for 1.47% of the portfolio, ranked #21.

Kingfisher Capital first reported a position in PSA in Q2 2020 and has held it in 18 quarters since. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Kingfisher Capital held 17,646 shares of Public Storage worth $6.42M as of Q3 2024.
  • Kingfisher Capital sold 1,206 Public Storage shares in Q3 2024, an estimated $392K.
  • Public Storage made up 1.47% of Kingfisher Capital's portfolio in Q3 2024, its #21 holding.
  • Kingfisher Capital first reported a position in Public Storage in Q2 2020 and has held it in 18 quarters since.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.