Kiwi Wealth Investments Limited Partnership’s Public Storage PSA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 Q3	–	Sell	-29,307	Closed	-$8.55M	–	163
2023 Q2	$8.55M	Hold	29,307	–	–	0.53%	55
2023 Q1	$8.85M	Sell	29,307 -9,227	-24%	-$2.71M	0.57%	47
2022 Q4	$10.8M	Buy	38,534 +3,902	+11%	+$1.14M	0.72%	41
2022 Q3	$10.8M	Hold	34,632	–	–	0.75%	34
2022 Q2	$10.8M	Sell	34,632 -146	-0.4%	-$50.5K	0.75%	34
2022 Q1	$13.6M	Buy	34,778 +298	+0.9%	+$108K	0.73%	32
2021 Q4	$12.9M	Buy	+34,480	New	+$11.5M	0.61%	43
2021 Q1	–	Sell	-17,012	Closed	-$3.93M	–	273
2020 Q4	$3.93M	Sell	17,012 -12,607	-43%	-$2.89M	0.23%	128
2020 Q3	$6.6M	Buy	+29,619	New	+$6.05M	0.46%	62

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kiwi Wealth Investments Limited Partnership's PSA Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Public Storage (PSA) in Q3 2023, closing a stake of 29,307 shares — an estimated $8.55M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in PSA in Q3 2020 and held it in 9 quarters. The position peaked at $13.6M in Q1 2022. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 29,307 Public Storage shares in Q3 2023, an estimated $8.55M.
Kiwi Wealth Investments Limited Partnership first reported a position in Public Storage in Q3 2020 and held it in 9 quarters.
Kiwi Wealth Investments Limited Partnership's Public Storage position peaked at $13.6M in Q1 2022.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.