Moody National Bank Trust Division’s Public Storage PSA Stock Holding History

Moody National Bank Trust Division’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	-1,528	Closed	-$403K	–	615
2023 Q3	$403K	Buy	1,528 +26	+2%	+$7.29K	0.03%	439
2023 Q2	$438K	Hold	1,502	–	–	0.03%	410
2023 Q1	$454K	Hold	1,502	–	–	0.04%	393
2022 Q4	$421K	Buy	1,502 +56	+4%	+$16.3K	0.04%	393
2022 Q3	$423K	Hold	1,446	–	–	0.04%	364
2022 Q2	$452K	Buy	+1,446	New	+$501K	0.05%	311
2019 Q2	–	Sell	-21	Closed	-$5K	–	817
2019 Q1	$5K	Sell	21 -78	-79%	-$16.3K	﹤0.01%	943
2018 Q4	$20K	Buy	+99	New	+$20.2K	﹤0.01%	473

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Moody National Bank Trust Division's PSA Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Public Storage (PSA) in Q4 2023, closing a stake of 1,528 shares — an estimated $403K sold.

Moody National Bank Trust Division first reported a position in PSA in Q4 2018 and held it in 8 quarters. The position peaked at $454K in Q1 2023. 1,060 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Moody National Bank Trust Division reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Moody National Bank Trust Division sold 1,528 Public Storage shares in Q4 2023, an estimated $403K.
Moody National Bank Trust Division first reported a position in Public Storage in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's Public Storage position peaked at $454K in Q1 2023.
1,060 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.