Neo Ivy Capital Management’s Public Storage PSA Stock Holding History

Neo Ivy Capital 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 Q3	–	Sell	-432	Closed	-$126K	–	432
2023 Q2	$126K	Buy	+432	New	+$126K	0.07%	227
2022 Q4	$790K	Buy	+2,820	New	+$822K	0.53%	47
2021 Q4	–	Sell	-1,361	Closed	-$261K	–	589
2021 Q3	$261K	Buy	+1,361	New	+$427K	0.3%	124
2020 Q3	–	Sell	-1,361	Closed	-$261K	–	585
2020 Q2	$261K	Buy	1,361 +830	+156%	+$160K	0.3%	124
2020 Q1	$105K	Buy	+531	New	+$114K	0.17%	215

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Neo Ivy Capital Management's PSA Position: Q3 2023 in Review

Neo Ivy Capital Management sold out of Public Storage (PSA) in Q3 2023, closing a stake of 432 shares — an estimated $126K sold.

Neo Ivy Capital Management first reported a position in PSA in Q1 2020 and held it in 5 quarters. The position peaked at $790K in Q4 2022. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Neo Ivy Capital Management reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Neo Ivy Capital Management sold 432 Public Storage shares in Q3 2023, an estimated $126K.
Neo Ivy Capital Management first reported a position in Public Storage in Q1 2020 and held it in 5 quarters.
Neo Ivy Capital Management's Public Storage position peaked at $790K in Q4 2022.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Neo Ivy Capital Management's 13F filing for Q3 2023, filed 30 Nov 2023.