Private Ocean’s Public Storage PSA Stock Holding History

Private Ocean’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 Q1	–	Sell	-111	Closed	-$33.9K	–	527
2023 Q4	$33.9K	Buy	111 +109	+5,450%	+$28.9K	﹤0.01%	278
2023 Q3	$527	Hold	2	–	–	﹤0.01%	467
2023 Q2	$584	Sell	2 -109	-98%	-$31.8K	﹤0.01%	543
2023 Q1	$33.5K	Buy	111 +2	+2%	+$588	﹤0.01%	269
2022 Q4	$30.5K	Hold	109	–	–	﹤0.01%	275
2022 Q3	$31K	Buy	+109	New	+$35.5K	﹤0.01%	261
2022 Q2	–	Sell	-109	Closed	-$43K	–	612
2022 Q1	$43K	Hold	109	–	–	0.01%	257
2021 Q4	$41K	Hold	109	–	–	﹤0.01%	292
2021 Q3	$32K	Buy	+109	New	+$34.2K	﹤0.01%	315
2021 Q2	–	Sell	-109	Closed	-$27K	–	576
2021 Q1	$27K	Hold	109	–	–	﹤0.01%	332
2020 Q4	$25K	Hold	109	–	–	0.01%	301
2020 Q3	$24K	Hold	109	–	–	0.01%	294
2020 Q2	$20K	Hold	109	–	–	﹤0.01%	300
2020 Q1	$21K	Buy	+109	New	+$23.3K	0.01%	317
2019 Q4	–	Sell	-38	Closed	-$10K	–	595
2019 Q3	$10K	Buy	+38	New	+$9.54K	﹤0.01%	408
2019 Q1	–	Sell	-57	Closed	-$12K	–	422
2018 Q4	$12K	Hold	57	–	–	﹤0.01%	249
2018 Q3	$11K	Hold	57	–	–	﹤0.01%	253
2018 Q2	$13K	Hold	57	–	–	0.01%	258
2018 Q1	$11K	Buy	+57	New	+$11.1K	0.01%	291

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Private Ocean's PSA Position: Q1 2024 in Review

Private Ocean sold out of Public Storage (PSA) in Q1 2024, closing a stake of 111 shares — an estimated $33.9K sold.

Private Ocean first reported a position in PSA in Q1 2018 and held it in 19 quarters. The position peaked at $43K in Q1 2022. 1,065 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Private Ocean reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Private Ocean sold 111 Public Storage shares in Q1 2024, an estimated $33.9K.
Private Ocean first reported a position in Public Storage in Q1 2018 and held it in 19 quarters.
Private Ocean's Public Storage position peaked at $43K in Q1 2022.
1,065 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Private Ocean's 13F filing for Q1 2024, filed 17 Apr 2024.