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MD Financial Management’s Public Storage PSA Stock Holding History

MD Financial 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
2021
Q4 		$2.94M Sell
7,842
-2,847
-27% -$951K 0.07% 115
2021
Q3 		$3.18M Buy
10,689
+2,394
+29% +$751K 0.08% 79
2021
Q2 		$2.49M Buy
+8,295
New +$2.33M 0.07% 127

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

MD Financial Management's PSA Position: Q4 2021 in Review

MD Financial Management reduced its Public Storage (PSA) stake by 27% in Q4 2021, selling an estimated $951K and leaving 7,842 shares worth $2.94M. The position accounts for 0.07% of the portfolio, ranked #115.

MD Financial Management first reported a position in PSA in Q2 2021 and has held it in 3 quarters since. The position peaked at $3.18M in Q3 2021. 974 funds tracked by Wall St. Rank hold PSA as of Q4 2021.

  • MD Financial Management held 7,842 shares of Public Storage worth $2.94M as of Q4 2021.
  • MD Financial Management sold 2,847 Public Storage shares in Q4 2021, an estimated $951K.
  • Public Storage made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #115 holding.
  • MD Financial Management first reported a position in Public Storage in Q2 2021 and has held it in 3 quarters since.
  • MD Financial Management's Public Storage position peaked at $3.18M in Q3 2021.
  • 974 funds tracked by Wall St. Rank held Public Storage as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.