MC
PSA icon

Moors & Cabot’s Public Storage PSA Stock Holding History

Moors & Cabot’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
2024
Q2 		– Sell
-1,466
Closed -$425K – 928
2024
Q1 		$425K Buy
1,466
+142
+11% +$40.7K 0.02% 547
2023
Q4 		$404K Buy
1,324
+27
+2% +$7.16K 0.03% 518
2023
Q3 		$342K Buy
1,297
+4
+0.3% +$1.12K 0.02% 555
2023
Q2 		$377K Sell
1,293
-68
-5% -$19.8K 0.03% 530
2023
Q1 		$411K Buy
1,361
+150
+12% +$44.1K 0.03% 488
2022
Q4 		$339K Buy
1,211
+95
+9% +$27.7K 0.02% 538
2022
Q3 		$327K Buy
1,116
+43
+4% +$14K 0.02% 527
2022
Q2 		$335K Buy
1,073
+34
+3% +$11.8K 0.02% 526
2022
Q1 		$406K Sell
1,039
-102
-9% -$37K 0.03% 531
2021
Q4 		$427K Buy
1,141
+108
+10% +$36.1K 0.03% 508
2021
Q3 		$307K Sell
1,033
-129
-11% -$40.5K 0.02% 597
2021
Q2 		$349K Sell
1,162
-43
-4% -$12.1K 0.02% 519
2021
Q1 		$296K Buy
1,205
+37
+3% +$8.62K 0.02% 540
2020
Q4 		$274K Sell
1,168
-289
-20% -$66.2K 0.02% 554
2020
Q3 		$325K Sell
1,457
-96
-6% -$19.6K 0.03% 451
2020
Q2 		$299K Buy
1,553
+204
+15% +$39.4K 0.03% 446
2020
Q1 		$269K Sell
1,349
-150
-10% -$32.1K 0.04% 411
2019
Q4 		$321K Buy
1,499
+187
+14% +$41.5K 0.03% 444
2019
Q3 		$323K Buy
+1,312
New +$329K 0.04% 426
2016
Q2 		– Sell
-964
Closed -$269K – 543
2016
Q1 		$269K Buy
964
+100
+12% +$25.2K 0.05% 379
2015
Q4 		$211K Buy
+864
New +$202K 0.04% 434

Other funds holding PSA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Moors & Cabot's PSA Position: Q2 2024 in Review

Moors & Cabot sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,466 shares — an estimated $425K sold.

Moors & Cabot first reported a position in PSA in Q4 2015 and held it in 21 quarters. The position peaked at $427K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Moors & Cabot reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
  • Moors & Cabot sold 1,466 Public Storage shares in Q2 2024, an estimated $425K.
  • Moors & Cabot first reported a position in Public Storage in Q4 2015 and held it in 21 quarters.
  • Moors & Cabot's Public Storage position peaked at $427K in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Moors & Cabot's 13F filing for Q2 2024, filed 9 Aug 2024.