Perpetual Investment Management’s Public Storage PSA Stock Holding History

Perpetual Investment 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
2022 Q4	$392K	Hold	1,398	–	–	0.05%	166
2022 Q3	$409K	Hold	1,398	–	–	0.06%	168
2022 Q2	$437K	Hold	1,398	–	–	0.06%	163
2022 Q1	$546K	Hold	1,398	–	–	0.07%	158
2021 Q4	$524K	Sell	1,398 -300	-18%	-$100K	0.06%	167
2021 Q3	$504K	Hold	1,698	–	–	0.06%	156
2021 Q2	$511K	Hold	1,698	–	–	0.07%	156
2021 Q1	$418K	Sell	1,698 -14,724	-90%	-$3.43M	0.07%	142
2020 Q4	$3.76M	Buy	+16,422	New	+$3.76M	0.56%	69

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Perpetual Investment Management's PSA Position: Q4 2022 in Review

Perpetual Investment Management held its Public Storage (PSA) position steady in Q4 2022 at 1,398 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #166.

Perpetual Investment Management first reported a position in PSA in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.76M in Q4 2020. 958 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

Perpetual Investment Management held 1,398 shares of Public Storage worth $392K as of Q4 2022.
Perpetual Investment Management left its Public Storage share count unchanged in Q4 2022.
Public Storage made up 0.05% of Perpetual Investment Management's portfolio in Q4 2022, its #166 holding.
Perpetual Investment Management first reported a position in Public Storage in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Public Storage position peaked at $3.76M in Q4 2020.
958 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.