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Palo Capital’s Public Storage PSA Stock Holding History

Palo Capital’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
2018
Q4 		$878K Sell
4,336
-1,419
-25% -$290K 0.37% 85
2018
Q3 		$1.16M Buy
5,755
+484
+9% +$104K 0.42% 80
2018
Q2 		$1.2M Buy
5,271
+66
+1% +$13.7K 0.44% 78
2018
Q1 		$1.04M Buy
+5,205
New +$1.01M 0.38% 87
2016
Q3 		– Sell
-4,524
Closed -$1.16M – 184
2016
Q2 		$1.16M Buy
+4,524
New +$1.16M 0.4% 73

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Palo Capital's PSA Position: Q4 2018 in Review

Palo Capital reduced its Public Storage (PSA) stake by 25% in Q4 2018, selling an estimated $290K and leaving 4,336 shares worth $878K. The position accounts for 0.37% of the portfolio, ranked #85.

Palo Capital first reported a position in PSA in Q2 2016 and has held it in 5 quarters since. The position peaked at $1.2M in Q2 2018. 706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Palo Capital held 4,336 shares of Public Storage worth $878K as of Q4 2018.
  • Palo Capital sold 1,419 Public Storage shares in Q4 2018, an estimated $290K.
  • Public Storage made up 0.37% of Palo Capital's portfolio in Q4 2018, its #85 holding.
  • Palo Capital first reported a position in Public Storage in Q2 2016 and has held it in 5 quarters since.
  • Palo Capital's Public Storage position peaked at $1.2M in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.