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
2024 Q2	–	Sell	-800	Closed	-$232K	–	1440
2024 Q1	$232K	Buy	+800	New	+$229K	0.01%	1035
2023 Q1	–	Sell	-800	Closed	-$224K	–	1408
2022 Q4	$224K	Buy	+800	New	+$233K	0.01%	921

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 $865B AUM 30.76% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Cohen & Steers New York $57.6B AUM 8.03% 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.