Neo Ivy Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Neo Ivy Capital Management’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$29K	Sell	798 -850	-52%	-$33.2K	0.02%	290
2022 Q3	$69K	Sell	1,648 -272	-14%	-$13.9K	0.18%	188
2022 Q2	$96K	Buy	+1,920	New	+$105K	0.26%	153
2021 Q4	–	Sell	-772	Closed	-$22K	–	574
2021 Q3	$22K	Buy	+772	New	+$42.5K	0.03%	389
2020 Q3	–	Sell	-772	Closed	-$22K	–	567
2020 Q2	$22K	Buy	+772	New	+$22.1K	0.03%	389

Other funds holding NSA

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neo Ivy Capital Management's NSA Position: Q4 2022 in Review

Neo Ivy Capital Management reduced its National Storage Affiliates Trust (NSA) stake by 52% in Q4 2022, selling an estimated $33.2K and leaving 798 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #290.

Neo Ivy Capital Management first reported a position in NSA in Q2 2020 and has held it in 5 quarters since. The position peaked at $96K in Q2 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Neo Ivy Capital Management held 798 shares of National Storage Affiliates Trust worth $29K as of Q4 2022.
Neo Ivy Capital Management sold 850 National Storage Affiliates Trust shares in Q4 2022, an estimated $33.2K.
National Storage Affiliates Trust made up 0.02% of Neo Ivy Capital Management's portfolio in Q4 2022, its #290 holding.
Neo Ivy Capital Management first reported a position in National Storage Affiliates Trust in Q2 2020 and has held it in 5 quarters since.
Neo Ivy Capital Management's National Storage Affiliates Trust position peaked at $96K in Q2 2022.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Neo Ivy Capital Management's 13F filing for Q4 2022, filed 27 Mar 2023.