Orleans Capital Management’s Public Storage PSA Stock Holding History

Orleans 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	-1,185	Closed	-$346K	–	80
2023 Q2	$346K	Buy	1,185 +115	+11%	+$33.5K	0.25%	65
2023 Q1	$323K	Buy	+1,070	New	+$315K	0.24%	65
2022 Q2	–	Sell	-1,000	Closed	-$390K	–	81
2022 Q1	$390K	Hold	1,000	–	–	0.24%	63
2021 Q4	$375K	Buy	+1,000	New	+$334K	0.21%	67

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

Orleans Capital Management's PSA Position: Q3 2023 in Review

Orleans Capital Management sold out of Public Storage (PSA) in Q3 2023, closing a stake of 1,185 shares — an estimated $346K sold.

Orleans Capital Management first reported a position in PSA in Q4 2021 and held it in 4 quarters. The position peaked at $390K in Q1 2022. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Orleans Capital Management reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Orleans Capital Management sold 1,185 Public Storage shares in Q3 2023, an estimated $346K.
Orleans Capital Management first reported a position in Public Storage in Q4 2021 and held it in 4 quarters.
Orleans Capital Management's Public Storage position peaked at $390K in Q1 2022.
979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Orleans Capital Management's 13F filing for Q3 2023, filed 15 Nov 2023.