LGT Fund Management’s Public Storage PSA Stock Holding History

LGT Fund 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	–	Sell	-1,150	Closed	-$336K	–	124
2023 Q2	$336K	Hold	1,150	–	–	0.15%	89
2023 Q1	$347K	Hold	1,150	–	–	0.15%	98
2022 Q4	$322K	Hold	1,150	–	–	0.14%	92
2022 Q3	$337K	Buy	+1,150	New	+$374K	0.16%	90

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LGT Fund Management's PSA Position: Q3 2023 in Review

LGT Fund Management sold out of Public Storage (PSA) in Q3 2023, closing a stake of 1,150 shares — an estimated $336K sold.

LGT Fund Management first reported a position in PSA in Q3 2022 and held it in 4 quarters. The position peaked at $347K in Q1 2023. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

LGT Fund Management reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
LGT Fund Management sold 1,150 Public Storage shares in Q3 2023, an estimated $336K.
LGT Fund Management first reported a position in Public Storage in Q3 2022 and held it in 4 quarters.
LGT Fund Management's Public Storage position peaked at $347K in Q1 2023.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on LGT Fund Management's 13F filing for Q3 2023, filed 6 Nov 2023.