M&G Investment Management’s Public Storage PSA Stock Holding History

M&G 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
2023 Q4	–	Sell	-1,207	Closed	-$319K	–	366
2023 Q3	$319K	Hold	1,207	–	–	﹤0.01%	331
2023 Q2	$352K	Buy	1,207 +193	+19%	+$56.2K	﹤0.01%	355
2023 Q1	$306K	Sell	1,014 -1,036	-51%	-$305K	﹤0.01%	357
2022 Q4	$574K	Buy	2,050 +1,079	+111%	+$315K	﹤0.01%	354
2022 Q3	$285	Buy	971 +32	+3%	+$10.4K	﹤0.01%	382
2022 Q2	$294	Buy	939 +58	+7%	+$20.1K	﹤0.01%	409
2022 Q1	$344	Sell	881 -196	-18%	-$71.1K	﹤0.01%	412
2021 Q4	$404	Sell	1,077 -39	-3%	-$13K	﹤0.01%	419
2021 Q3	$331	Sell	1,116 -8	-0.7%	-$2.51K	﹤0.01%	699
2021 Q2	$338	Buy	1,124 +201	+22%	+$56.4K	﹤0.01%	693
2021 Q1	$228	Buy	+923	New	+$215K	﹤0.01%	428

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

M&G Investment Management's PSA Position: Q4 2023 in Review

M&G Investment Management sold out of Public Storage (PSA) in Q4 2023, closing a stake of 1,207 shares — an estimated $319K sold.

M&G Investment Management first reported a position in PSA in Q1 2021 and held it in 11 quarters. The position peaked at $574K in Q4 2022. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

M&G Investment Management reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
M&G Investment Management sold 1,207 Public Storage shares in Q4 2023, an estimated $319K.
M&G Investment Management first reported a position in Public Storage in Q1 2021 and held it in 11 quarters.
M&G Investment Management's Public Storage position peaked at $574K in Q4 2022.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.