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Legacy Capital Partners’s Public Storage PSA Stock Holding History

Legacy Capital Partners’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
2022
Q1 		$217K Hold
555
– – 0.07% 132
2021
Q4 		$208K Sell
555
-300
-35% -$100K 0.07% 141
2021
Q3 		$254K Sell
855
-85
-9% -$26.7K 0.09% 128
2021
Q2 		$283K Sell
940
-25
-3% -$7.01K 0.1% 125
2021
Q1 		$238K Sell
965
-1,445
-60% -$337K 0.09% 127
2020
Q4 		$557K Buy
2,410
+250
+12% +$57.3K 0.22% 91
2020
Q3 		$481K Sell
2,160
-10
-0.5% -$2.04K 0.19% 96
2020
Q2 		$416K Sell
2,170
-740
-25% -$143K 0.18% 99
2020
Q1 		$578K Buy
2,910
+205
+8% +$43.9K 0.29% 73
2019
Q4 		$576K Buy
2,705
+390
+17% +$86.5K 0.23% 84
2019
Q3 		$568K Hold
2,315
– – 0.25% 82
2019
Q2 		$551K Buy
2,315
+150
+7% +$34.4K 0.24% 84
2019
Q1 		$471K Buy
2,165
+50
+2% +$10.5K 0.22% 88
2018
Q4 		$428K Buy
2,115
+290
+16% +$59.2K 0.23% 89
2018
Q3 		$368K Sell
1,825
-100
-5% -$21.6K 0.17% 101
2018
Q2 		$437K Buy
+1,925
New +$401K 0.21% 90

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Capital Partners's PSA Position: Q1 2022 in Review

Legacy Capital Partners held its Public Storage (PSA) position steady in Q1 2022 at 555 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #132.

Legacy Capital Partners first reported a position in PSA in Q2 2018 and has held it in 16 quarters since. The position peaked at $578K in Q1 2020. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Legacy Capital Partners held 555 shares of Public Storage worth $217K as of Q1 2022.
  • Legacy Capital Partners left its Public Storage share count unchanged in Q1 2022.
  • Public Storage made up 0.07% of Legacy Capital Partners's portfolio in Q1 2022, its #132 holding.
  • Legacy Capital Partners first reported a position in Public Storage in Q2 2018 and has held it in 16 quarters since.
  • Legacy Capital Partners's Public Storage position peaked at $578K in Q1 2020.
  • 1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Legacy Capital Partners's 13F filing for Q1 2022, filed 11 Apr 2022.