PAX Financial Group’s Public Storage PSA Stock Holding History

PAX Financial Group’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 Q4	–	Sell	-572	Closed	-$208K	–	241
2024 Q3	$208K	Buy	+572	New	+$186K	0.04%	220
2022 Q2	–	Sell	-596	Closed	-$232K	–	197
2022 Q1	$232K	Buy	596 +36	+6%	+$13.1K	0.05%	186
2021 Q4	$210K	Buy	+560	New	+$187K	0.05%	196

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

PAX Financial Group's PSA Position: Q4 2024 in Review

PAX Financial Group sold out of Public Storage (PSA) in Q4 2024, closing a stake of 572 shares — an estimated $208K sold.

PAX Financial Group first reported a position in PSA in Q4 2021 and held it in 3 quarters. The position peaked at $232K in Q1 2022. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

PAX Financial Group reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
PAX Financial Group sold 572 Public Storage shares in Q4 2024, an estimated $208K.
PAX Financial Group first reported a position in Public Storage in Q4 2021 and held it in 3 quarters.
PAX Financial Group's Public Storage position peaked at $232K in Q1 2022.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on PAX Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.