NAM
PSA icon

NorthCoast Asset Management’s Public Storage PSA Stock Holding History

NorthCoast Asset 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
2021
Q3 		$1.01M Buy
+3,391
New +$1.06M 0.04% 262
2016
Q3 		– Sell
-158,633
Closed -$40.5M – 197
2016
Q2 		$40.5M Buy
+158,633
New +$40.7M 2.77% 13

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

NorthCoast Asset Management's PSA Position: Q3 2021 in Review

NorthCoast Asset Management opened a new position in Public Storage (PSA) in Q3 2021: 3,391 shares worth $1.01M. The stake represents 0.04% of the portfolio and ranks #262 among its holdings. This is a return to the name: NorthCoast Asset Management previously reported a position in PSA as recently as Q2 2016.

NorthCoast Asset Management first reported a position in PSA in Q2 2016 and has held it in 2 quarters since. The position peaked at $40.5M in Q2 2016. 882 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

  • NorthCoast Asset Management held 3,391 shares of Public Storage worth $1.01M as of Q3 2021.
  • Public Storage was a new NorthCoast Asset Management position in Q3 2021.
  • Public Storage made up 0.04% of NorthCoast Asset Management's portfolio in Q3 2021, its #262 holding.
  • NorthCoast Asset Management first reported a position in Public Storage in Q2 2016 and has held it in 2 quarters since.
  • NorthCoast Asset Management's Public Storage position peaked at $40.5M in Q2 2016.
  • 882 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.