Lee Financial’s Public Storage PSA Stock Holding History

Lee Financial’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	-2	Closed	-$560	–	925
2022 Q4	$560	Sell	2 -7	-78%	-$2.04K	﹤0.01%	812
2022 Q3	$3K	Buy	9 +2	+29%	+$651	﹤0.01%	632
2022 Q2	$2K	Buy	+7	New	+$2.42K	﹤0.01%	720
2022 Q1	–	Sell	-71	Closed	-$27K	–	918
2021 Q4	$27K	Buy	+71	New	+$23.7K	0.01%	324
2018 Q3	–	Sell	-67	Closed	-$15K	–	652
2018 Q2	$15K	Hold	67	–	–	﹤0.01%	405
2018 Q1	$13K	Buy	+67	New	+$13.1K	﹤0.01%	423

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

Lee Financial's PSA Position: Q1 2023 in Review

Lee Financial sold out of Public Storage (PSA) in Q1 2023, closing a stake of 2 shares — an estimated $560 sold.

Lee Financial first reported a position in PSA in Q1 2018 and held it in 6 quarters. The position peaked at $27K in Q4 2021. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Lee Financial reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Lee Financial sold 2 Public Storage shares in Q1 2023, an estimated $560.
Lee Financial first reported a position in Public Storage in Q1 2018 and held it in 6 quarters.
Lee Financial's Public Storage position peaked at $27K in Q4 2021.
947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.