Paloma Partners’s Public Storage PSA Stock Holding History

Paloma Partners’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
2024 Q1	–	Sell	-2,100	Closed	-$641K	–	1014
2023 Q4	$641K	Sell	2,100 -6,700	-76%	-$1.78M	0.02%	497
2023 Q3	$2.32M	Buy	+8,800	New	+$2.47M	0.08%	212
2023 Q2	–	Sell	-4,600	Closed	-$1.39M	–	913
2023 Q1	$1.39M	Buy	+4,600	New	+$1.35M	0.05%	308
2022 Q4	–	Sell	-100	Closed	-$29K	–	1121
2022 Q3	$29K	Buy	+100	New	+$32.5K	﹤0.01%	918
2020 Q1	–	Sell	-17,000	Closed	-$3.62M	–	1903
2019 Q4	$3.62M	Buy	+17,000	New	+$3.77M	0.05%	359
2019 Q2	–	Sell	-500	Closed	-$109K	–	2092
2019 Q1	$109K	Buy	+500	New	+$105K	﹤0.01%	1591
2018 Q4	–	Sell	-5,200	Closed	-$1.05M	–	1683
2018 Q3	$1.05M	Buy	+5,200	New	+$1.12M	0.02%	722
2018 Q2	–	Sell	-2,500	Closed	-$501K	–	2086
2018 Q1	$501K	Sell	2,500 -4,000	-62%	-$779K	0.01%	1377
2017 Q4	$1.36M	Sell	6,500 -3,200	-33%	-$676K	0.02%	876
2017 Q3	$2.08M	Sell	9,700 -45,600	-82%	-$9.43M	0.03%	717
2017 Q2	$11.5M	Buy	+55,300	New	+$11.9M	0.14%	103

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Paloma Partners's PSA Position: Q3 2024 in Review

Paloma Partners sold out of Public Storage (PSA) in Q3 2024, closing a stake of 3,607 shares — an estimated $1.04M sold.

Paloma Partners first reported a position in PSA in Q3 2013 and held it in 28 quarters. The position peaked at $4.7M in Q2 2018. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Paloma Partners reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Paloma Partners sold 3,607 Public Storage shares in Q3 2024, an estimated $1.04M.
Paloma Partners first reported a position in Public Storage in Q3 2013 and held it in 28 quarters.
Paloma Partners's Public Storage position peaked at $4.7M in Q2 2018.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Paloma Partners's 13F filing for Q3 2024, filed 14 Nov 2024.