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Mendota Financial Group’s National Storage Affiliates Trust NSA Stock Holding History

Mendota Financial Group’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-805
Closed -$28K – 313
2023
Q2 		$28K Buy
+805
New +$30.4K 0.03% 161
2023
Q1 		– Sell
-805
Closed -$29.1K – 334
2022
Q4 		$29.1K Buy
+805
New +$31.5K 0.04% 162

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mendota Financial Group's NSA Position: Q3 2023 in Review

Mendota Financial Group sold out of National Storage Affiliates Trust (NSA) in Q3 2023, closing a stake of 805 shares — an estimated $28K sold.

Mendota Financial Group first reported a position in NSA in Q4 2022 and held it in 2 quarters. The position peaked at $29.1K in Q4 2022. 299 funds tracked by Wall St. Rank hold NSA as of Q3 2023.

  • Mendota Financial Group reported no remaining National Storage Affiliates Trust position as of Q3 2023 after selling out during the quarter.
  • Mendota Financial Group sold 805 National Storage Affiliates Trust shares in Q3 2023, an estimated $28K.
  • Mendota Financial Group first reported a position in National Storage Affiliates Trust in Q4 2022 and held it in 2 quarters.
  • Mendota Financial Group's National Storage Affiliates Trust position peaked at $29.1K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2023.

Based on Mendota Financial Group's 13F filing for Q3 2023, filed 12 Oct 2023.