Lombard Odier Asset Management (Switzerland)’s Public Storage PSA Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q2	–	Sell	-784	Closed	-$237K	–	323
2023 Q1	$237K	Buy	+784	New	+$231K	0.02%	376
2022 Q3	–	Sell	-781	Closed	-$244K	–	333
2022 Q2	$244K	Buy	+781	New	+$270K	0.02%	295
2021 Q3	–	Sell	-3,065	Closed	-$922K	–	414
2021 Q2	$922K	Buy	3,065 +1,861	+155%	+$522K	0.05%	206
2021 Q1	$297K	Buy	+1,204	New	+$280K	0.02%	324
2019 Q2	–	Sell	-3,924	Closed	-$855K	–	383
2019 Q1	$855K	Hold	3,924	–	–	0.09%	175
2018 Q4	$794K	Buy	+3,924	New	+$801K	0.09%	171
2017 Q4	–	Sell	-936	Closed	-$200K	–	380
2017 Q3	$200K	Buy	+936	New	+$193K	0.02%	349
2017 Q2	–	Sell	-936	Closed	-$205K	–	398
2017 Q1	$205K	Buy	+936	New	+$207K	0.02%	348
2016 Q3	–	Sell	-936	Closed	-$239K	–	240
2016 Q2	$239K	Hold	936	–	–	0.03%	257
2016 Q1	$258K	Sell	936 -3,260	-78%	-$822K	0.03%	229
2015 Q4	$1.04M	Buy	4,196 +746	+22%	+$175K	0.13%	102
2015 Q3	$731K	Sell	3,450 -776	-18%	-$158K	0.07%	129
2015 Q2	$779K	Buy	4,226 +3,093	+273%	+$593K	0.06%	182
2015 Q1	$224K	Buy	+1,133	New	+$224K	0.02%	354
2014 Q4	–	Sell	-12,333	Closed	-$2.06M	–	619
2014 Q3	$2.06M	Buy	12,333 +11,200	+989%	+$1.92M	0.05%	354
2014 Q2	$194K	Buy	+1,133	New	+$194K	0.02%	379

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lombard Odier Asset Management (Switzerland)'s PSA Position: Q2 2023 in Review

Lombard Odier Asset Management (Switzerland) sold out of Public Storage (PSA) in Q2 2023, closing a stake of 784 shares — an estimated $237K sold.

Lombard Odier Asset Management (Switzerland) first reported a position in PSA in Q2 2014 and held it in 16 quarters. The position peaked at $2.06M in Q3 2014. 985 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

Lombard Odier Asset Management (Switzerland) reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 784 Public Storage shares in Q2 2023, an estimated $237K.
Lombard Odier Asset Management (Switzerland) first reported a position in Public Storage in Q2 2014 and held it in 16 quarters.
Lombard Odier Asset Management (Switzerland)'s Public Storage position peaked at $2.06M in Q3 2014.
985 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 14 Aug 2023.