Mid Atlantic Financial Management’s Public Storage PSA Stock Holding History

Mid Atlantic 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 Q3	$351K	Hold	1,182	–	–	0.02%	597
2021 Q2	$355K	Sell	1,182 -75	-6%	-$21K	0.02%	599
2021 Q1	$310K	Sell	1,257 -75	-6%	-$17.5K	0.02%	616
2020 Q4	$308K	Buy	1,332 +13	+1%	+$2.98K	0.02%	565
2020 Q3	$293K	Hold	1,319	–	–	0.03%	527
2020 Q2	$253K	Sell	1,319 -100	-7%	-$19.3K	0.02%	546
2020 Q1	$282K	Sell	1,419 -219	-13%	-$46.9K	0.03%	460
2019 Q4	$349K	Buy	1,638 +58	+4%	+$12.9K	0.03%	485
2019 Q3	$387K	Buy	1,580 +1	+0.1%	+$251	0.04%	427
2019 Q2	$376K	Sell	1,579 -17	-1%	-$3.9K	0.04%	451
2019 Q1	$347K	Buy	1,596 +353	+28%	+$73.9K	0.04%	471
2018 Q4	$252K	Buy	+1,243	New	+$254K	0.03%	517

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Mid Atlantic Financial Management's PSA Position: Q3 2021 in Review

Mid Atlantic Financial Management held its Public Storage (PSA) position steady in Q3 2021 at 1,182 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #597.

Mid Atlantic Financial Management first reported a position in PSA in Q4 2018 and has held it in 12 quarters since. The position peaked at $387K in Q3 2019. 881 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

Mid Atlantic Financial Management held 1,182 shares of Public Storage worth $351K as of Q3 2021.
Mid Atlantic Financial Management left its Public Storage share count unchanged in Q3 2021.
Public Storage made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #597 holding.
Mid Atlantic Financial Management first reported a position in Public Storage in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Public Storage position peaked at $387K in Q3 2019.
881 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.