Parnassus Investments
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Parnassus Investments’s Public Storage PSA Stock Holding History

Parnassus Investments’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
2022
Q1 		– Sell
-371,995
Closed -$139M – 139
2021
Q4 		$139M Sell
371,995
-19,286
-5% -$6.44M 0.27% 76
2021
Q3 		$116M Sell
391,281
-57,411
-13% -$18M 0.25% 82
2021
Q2 		$135M Hold
448,692
– – 0.29% 72
2021
Q1 		$111M Hold
448,692
– – 0.27% 78
2020
Q4 		$104M Buy
448,692
+18,931
+4% +$4.34M 0.28% 73
2020
Q3 		$95.7M Buy
429,761
+150,854
+54% +$30.8M 0.3% 67
2020
Q2 		$53.5M Buy
278,907
+31,692
+13% +$6.11M 0.19% 81
2020
Q1 		$49.1M Sell
247,215
-1,179,369
-83% -$253M 0.2% 79
2019
Q4 		$304M Buy
1,426,584
+188,790
+15% +$41.9M 1.02% 40
2019
Q3 		$304M Buy
1,237,794
+41,335
+3% +$10.4M 1.1% 37
2019
Q2 		$285M Buy
1,196,459
+65,157
+6% +$14.9M 1.08% 37
2019
Q1 		$246M Sell
1,131,302
-23,147
-2% -$4.84M 0.97% 38
2018
Q4 		$234M Sell
1,154,449
-803,629
-41% -$164M 1.02% 36
2018
Q3 		$395M Sell
1,958,078
-23,015
-1% -$4.97M 1.51% 33
2018
Q2 		$449M Buy
1,981,093
+1,927
+0.1% +$401K 1.79% 26
2018
Q1 		$397M Buy
1,979,166
+46,911
+2% +$9.14M 1.6% 29
2017
Q4 		$404M Buy
1,932,255
+1,390
+0.1% +$294K 1.58% 28
2017
Q3 		$413M Buy
1,930,865
+300,515
+18% +$62.1M 1.69% 23
2017
Q2 		$340M Buy
+1,630,350
New +$351M 1.43% 30

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parnassus Investments's PSA Position: Q1 2022 in Review

Parnassus Investments sold out of Public Storage (PSA) in Q1 2022, closing a stake of 371,995 shares — an estimated $139M sold.

Parnassus Investments first reported a position in PSA in Q2 2017 and held it in 19 quarters. The position peaked at $449M in Q2 2018. 1,013 funds tracked by Wall St. Rank hold PSA as of Q1 2022.

  • Parnassus Investments reported no remaining Public Storage position as of Q1 2022 after selling out during the quarter.
  • Parnassus Investments sold 371,995 Public Storage shares in Q1 2022, an estimated $139M.
  • Parnassus Investments first reported a position in Public Storage in Q2 2017 and held it in 19 quarters.
  • Parnassus Investments's Public Storage position peaked at $449M in Q2 2018.
  • 1,013 funds tracked by Wall St. Rank held Public Storage as of Q1 2022.

Based on Parnassus Investments's 13F filing for Q1 2022, filed 11 May 2022.