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KLK Capital Management’s Public Storage PSA Stock Holding History

KLK Capital 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
Q3 		$677K Sell
2,570
-67
-3% -$18.8K 0.91% 31
2023
Q2 		$770K Sell
2,637
-126
-5% -$36.7K 0.95% 29
2023
Q1 		$835K Buy
2,763
+33
+1% +$9.7K 1.06% 27
2022
Q4 		$765K Buy
+2,730
New +$796K 1.02% 31

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KLK Capital Management's PSA Position: Q3 2023 in Review

KLK Capital Management reduced its Public Storage (PSA) stake by 2.5% in Q3 2023, selling an estimated $18.8K and leaving 2,570 shares worth $677K. The position accounts for 0.91% of the portfolio, ranked #31.

KLK Capital Management first reported a position in PSA in Q4 2022 and has held it in 4 quarters since. The position peaked at $835K in Q1 2023. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • KLK Capital Management held 2,570 shares of Public Storage worth $677K as of Q3 2023.
  • KLK Capital Management sold 67 Public Storage shares in Q3 2023, an estimated $18.8K.
  • Public Storage made up 0.91% of KLK Capital Management's portfolio in Q3 2023, its #31 holding.
  • KLK Capital Management first reported a position in Public Storage in Q4 2022 and has held it in 4 quarters since.
  • KLK Capital Management's Public Storage position peaked at $835K in Q1 2023.
  • 979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on KLK Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.