Louisbourg Investments’s Public Storage PSA Stock Holding History

Louisbourg Investments’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 Q1	–	Sell	-96	Closed	-$29.3K	–	173
2023 Q4	$29.3K	Buy	+96	New	+$25.5K	0.01%	127

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Louisbourg Investments's PSA Position: Q1 2024 in Review

Louisbourg Investments sold out of Public Storage (PSA) in Q1 2024, closing a stake of 96 shares — an estimated $29.3K sold.

Louisbourg Investments first reported a position in PSA in Q4 2023 and held it in 1 quarter. The position peaked at $29.3K in Q4 2023. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Louisbourg Investments reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Louisbourg Investments sold 96 Public Storage shares in Q1 2024, an estimated $29.3K.
Louisbourg Investments first reported a position in Public Storage in Q4 2023 and held it in 1 quarter.
Louisbourg Investments's Public Storage position peaked at $29.3K in Q4 2023.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Louisbourg Investments's 13F filing for Q1 2024, filed 29 Jan 2025.