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Morris Capital Advisors’s Public Storage PSA Stock Holding History

Morris Capital Advisors’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
2022
Q3 		$756K Sell
2,582
-21
-0.8% -$6.83K 0.71% 33
2022
Q2 		$814K Buy
2,603
+39
+2% +$13.5K 0.73% 32
2022
Q1 		$1M Buy
2,564
+196
+8% +$71.1K 0.78% 30
2021
Q4 		$887K Buy
2,368
+243
+11% +$81.2K 0.65% 31
2021
Q3 		$631K Sell
2,125
-44
-2% -$13.8K 0.5% 42
2021
Q2 		$652K Buy
2,169
+7
+0.3% +$1.96K 0.49% 42
2021
Q1 		$533K Buy
2,162
+215
+11% +$50.1K 0.43% 43
2020
Q4 		$450K Buy
1,947
+389
+25% +$89.2K 0.37% 47
2020
Q3 		$347K Buy
1,558
+38
+3% +$7.76K 0.31% 47
2020
Q2 		$292K Buy
1,520
+70
+5% +$13.5K 0.26% 51
2020
Q1 		$288K Sell
1,450
-13
-0.9% -$2.79K 0.31% 49
2019
Q4 		$312K Buy
1,463
+32
+2% +$7.1K 0.26% 56
2019
Q3 		$351K Buy
1,431
+3
+0.2% +$753 0.31% 49
2019
Q2 		$340K Sell
1,428
-1,070
-43% -$245K 0.28% 53
2019
Q1 		$544K Buy
2,498
+75
+3% +$15.7K 0.43% 40
2018
Q4 		$490K Sell
2,423
-113
-4% -$23.1K 0.42% 39
2018
Q3 		$511K Buy
2,536
+25
+1% +$5.4K 0.34% 45
2018
Q2 		$570K Buy
2,511
+133
+6% +$27.7K 0.4% 41
2018
Q1 		$477K Sell
2,378
-187
-7% -$36.4K 0.32% 50
2017
Q4 		$536K Buy
2,565
+264
+11% +$55.8K 0.35% 47
2017
Q3 		$492K Sell
2,301
-33
-1% -$6.82K 0.33% 51
2017
Q2 		$487K Sell
2,334
-26
-1% -$5.59K 0.34% 51
2017
Q1 		$517K Sell
2,360
-34
-1% -$7.53K 0.38% 41
2016
Q4 		$535K Sell
2,394
-55
-2% -$11.7K 0.37% 39
2016
Q3 		$546K Buy
2,449
+297
+14% +$69.4K 0.34% 36
2016
Q2 		$550K Hold
2,152
– – 0.33% 38
2016
Q1 		$594K Sell
2,152
-13
-0.6% -$3.28K 0.4% 37
2015
Q4 		$536K Buy
+2,165
New +$507K 0.37% 39

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Morris Capital Advisors's PSA Position: Q3 2022 in Review

Morris Capital Advisors reduced its Public Storage (PSA) stake by 0.81% in Q3 2022, selling an estimated $6.83K and leaving 2,582 shares worth $756K. The position accounts for 0.71% of the portfolio, ranked #33.

Morris Capital Advisors first reported a position in PSA in Q4 2015 and has held it in 28 quarters since. The position peaked at $1M in Q1 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Morris Capital Advisors held 2,582 shares of Public Storage worth $756K as of Q3 2022.
  • Morris Capital Advisors sold 21 Public Storage shares in Q3 2022, an estimated $6.83K.
  • Public Storage made up 0.71% of Morris Capital Advisors's portfolio in Q3 2022, its #33 holding.
  • Morris Capital Advisors first reported a position in Public Storage in Q4 2015 and has held it in 28 quarters since.
  • Morris Capital Advisors's Public Storage position peaked at $1M in Q1 2022.
  • 932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Morris Capital Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.