Prelude Capital Management’s Public Storage PSA Stock Holding History

Prelude Capital 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
2023 Q1	–	Sell	-1,417	Closed	-$397K	–	1407
2022 Q4	$397K	Buy	+1,417	New	+$413K	0.02%	665
2021 Q1	–	Sell	-1,550	Closed	-$358K	–	1760
2020 Q4	$358K	Buy	+1,550	New	+$355K	0.01%	843
2019 Q4	–	Sell	-3,720	Closed	-$912K	–	2180
2019 Q3	$912K	Sell	3,720 -3,709	-50%	-$931K	0.04%	352
2019 Q2	$1.77M	Sell	7,429 -7,196	-49%	-$1.65M	0.09%	220
2019 Q1	$3.19M	Buy	+14,625	New	+$3.06M	0.18%	102
2018 Q3	–	Sell	-1,803	Closed	-$409K	–	1984
2018 Q2	$409K	Buy	1,803 +1,635	+973%	+$340K	0.03%	589
2018 Q1	$34K	Buy	+168	New	+$32.7K	﹤0.01%	1181
2017 Q2	–	Sell	-685	Closed	-$150K	–	1800
2017 Q1	$150K	Sell	685 -3,330	-83%	-$738K	0.01%	659
2016 Q4	$897K	Buy	4,015 +3,840	+2,194%	+$817K	0.11%	223
2016 Q3	$39K	Buy	+175	New	+$40.9K	﹤0.01%	1122
2016 Q1	–	Sell	-1,265	Closed	-$313K	–	1473
2015 Q4	$313K	Buy	1,265 +110	+10%	+$25.8K	0.05%	396
2015 Q3	$244K	Sell	1,155 -70	-6%	-$14.3K	0.04%	505
2015 Q2	$226K	Sell	1,225 -200	-14%	-$38.4K	0.03%	537
2015 Q1	$281K	Sell	1,425 -50	-3%	-$9.9K	0.04%	531
2014 Q4	$273K	Buy	1,475 +50	+4%	+$9.05K	0.04%	530
2014 Q3	$236K	Hold	1,425	–	–	0.03%	645
2014 Q2	$244K	Sell	1,425 -400	-22%	-$68.6K	0.03%	667
2014 Q1	$307K	Sell	1,825 -950	-34%	-$154K	0.04%	584
2013 Q4	$418K	Buy	2,775 +2,625	+1,750%	+$420K	0.07%	408
2013 Q3	$24K	Buy	+150	New	+$23.8K	﹤0.01%	1208

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Prelude Capital Management's PSA Position: Q1 2023 in Review

Prelude Capital Management sold out of Public Storage (PSA) in Q1 2023, closing a stake of 1,417 shares — an estimated $397K sold.

Prelude Capital Management first reported a position in PSA in Q3 2013 and held it in 20 quarters. The position peaked at $3.19M in Q1 2019. 948 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Prelude Capital Management reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Prelude Capital Management sold 1,417 Public Storage shares in Q1 2023, an estimated $397K.
Prelude Capital Management first reported a position in Public Storage in Q3 2013 and held it in 20 quarters.
Prelude Capital Management's Public Storage position peaked at $3.19M in Q1 2019.
948 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Prelude Capital Management's 13F filing for Q1 2023, filed 15 May 2023.