Mirabella Financial Services’s Public Storage PSA Stock Holding History

Mirabella Financial Services’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 Q3	–	Sell	-8,438	Closed	-$2.46M	–	568
2023 Q2	$2.46M	Buy	+8,438	New	+$2.46M	0.27%	113
2022 Q4	–	Sell	-1,481	Closed	-$426K	–	494
2022 Q3	$426K	Buy	+1,481	New	+$482K	0.04%	181
2022 Q2	–	Sell	-1,262	Closed	-$493K	–	668
2022 Q1	$493K	Buy	+1,262	New	+$458K	0.05%	248
2021 Q4	–	Sell	-34,945	Closed	-$10.4M	–	564
2021 Q3	$10.4M	Buy	+34,945	New	+$11M	1.36%	9
2021 Q2	–	Sell	-3,154	Closed	-$778K	–	386
2021 Q1	$778K	Buy	+3,154	New	+$735K	0.24%	100
2020 Q3	–	Sell	-12,020	Closed	-$2.31M	–	418
2020 Q2	$2.31M	Buy	+12,020	New	+$2.32M	0.56%	38

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mirabella Financial Services's PSA Position: Q3 2023 in Review

Mirabella Financial Services sold out of Public Storage (PSA) in Q3 2023, closing a stake of 8,438 shares — an estimated $2.46M sold.

Mirabella Financial Services first reported a position in PSA in Q2 2020 and held it in 6 quarters. The position peaked at $10.4M in Q3 2021. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Mirabella Financial Services reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Mirabella Financial Services sold 8,438 Public Storage shares in Q3 2023, an estimated $2.46M.
Mirabella Financial Services first reported a position in Public Storage in Q2 2020 and held it in 6 quarters.
Mirabella Financial Services's Public Storage position peaked at $10.4M in Q3 2021.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Mirabella Financial Services's 13F filing for Q3 2023, filed 13 Nov 2023.