Mount Lucas Management’s Public Storage PSA Stock Holding History

Mount Lucas 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
2023 Q1	–	Sell	-41	Closed	-$11.5K	–	123
2022 Q4	$11.5K	Sell	41 -9,004	-100%	-$2.63M	﹤0.01%	105
2022 Q3	$2.65M	Buy	9,045 +184	+2%	+$59.9K	0.91%	28
2022 Q2	$2.77M	Buy	8,861 +333	+4%	+$115K	0.93%	28
2022 Q1	$3.33M	Buy	8,528 +15	+0.2%	+$5.44K	0.97%	31
2021 Q4	$3.19M	Buy	+8,513	New	+$2.84M	0.91%	46
2017 Q1	–	Sell	-9,584	Closed	-$2.14M	–	160
2016 Q4	$2.14M	Sell	9,584 -1,761	-16%	-$375K	0.41%	72
2016 Q3	$2.53M	Sell	11,345 -17,049	-60%	-$3.98M	0.45%	68
2016 Q2	$7.26M	Sell	28,394 -295	-1%	-$75.7K	1.23%	28
2016 Q1	$7.91M	Buy	28,689 +8,021	+39%	+$2.02M	1.38%	25
2015 Q4	$5.12M	Buy	20,668 +556	+3%	+$130K	0.76%	23
2015 Q3	$4.26M	Buy	+20,112	New	+$4.1M	0.54%	24

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Mount Lucas Management's PSA Position: Q1 2023 in Review

Mount Lucas Management sold out of Public Storage (PSA) in Q1 2023, closing a stake of 41 shares — an estimated $11.5K sold.

Mount Lucas Management first reported a position in PSA in Q3 2015 and held it in 11 quarters. The position peaked at $7.91M in Q1 2016. 947 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Mount Lucas Management reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Mount Lucas Management sold 41 Public Storage shares in Q1 2023, an estimated $11.5K.
Mount Lucas Management first reported a position in Public Storage in Q3 2015 and held it in 11 quarters.
Mount Lucas Management's Public Storage position peaked at $7.91M in Q1 2016.
947 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Mount Lucas Management's 13F filing for Q1 2023, filed 12 May 2023.