Lockheed Martin Investment Management’s Public Storage PSA Stock Holding History

Lockheed Martin Investment 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
2024 Q3	–	Sell	-4,550	Closed	-$1.31M	–	148
2024 Q2	$1.31M	Sell	4,550 -2,790	-38%	-$769K	0.08%	94
2024 Q1	$2.16M	Sell	7,340 -2,200	-23%	-$631K	0.16%	82
2023 Q4	$2.89M	Sell	9,540 -2,700	-22%	-$716K	0.21%	67
2023 Q3	$3.42M	Hold	12,240	–	–	0.26%	63
2023 Q2	$3.57M	Buy	12,240 +1,300	+12%	+$379K	0.21%	64
2023 Q1	$3.31M	Hold	10,940	–	–	0.19%	70
2022 Q4	$3.07M	Buy	10,940 +1,100	+11%	+$321K	0.2%	72
2022 Q3	$2.88M	Sell	9,840 -10,100	-51%	-$3.29M	0.23%	66
2022 Q2	$6.23M	Sell	19,940 -2,500	-11%	-$866K	0.42%	55
2022 Q1	$8.76M	Buy	22,440 +100	+0.4%	+$36.3K	0.48%	52
2021 Q4	$8.37M	Buy	22,340 +17,340	+347%	+$5.79M	0.45%	54
2021 Q3	$1.49M	Sell	5,000 -3,000	-38%	-$941K	0.08%	80
2021 Q2	$2.4M	Buy	8,000 +6,000	+300%	+$1.68M	0.13%	77
2021 Q1	$493K	Buy	+2,000	New	+$466K	0.03%	82

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Lockheed Martin Investment Management's PSA Position: Q3 2024 in Review

Lockheed Martin Investment Management sold out of Public Storage (PSA) in Q3 2024, closing a stake of 4,550 shares — an estimated $1.31M sold.

Lockheed Martin Investment Management first reported a position in PSA in Q1 2021 and held it in 14 quarters. The position peaked at $8.76M in Q1 2022. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Lockheed Martin Investment Management reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Lockheed Martin Investment Management sold 4,550 Public Storage shares in Q3 2024, an estimated $1.31M.
Lockheed Martin Investment Management first reported a position in Public Storage in Q1 2021 and held it in 14 quarters.
Lockheed Martin Investment Management's Public Storage position peaked at $8.76M in Q1 2022.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.