Psagot Value Holdings’s Public Storage PSA Stock Holding History

Psagot Value Holdings’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	-13	Closed	-$4K	–	439
2023 Q4	$4K	Buy	+13	New	+$3.45K	﹤0.01%	436
2021 Q2	–	Sell	-648	Closed	-$160K	–	493
2021 Q1	$160K	Buy	648 +197	+44%	+$45.9K	﹤0.01%	283
2020 Q4	$104K	Hold	451	–	–	﹤0.01%	277
2020 Q3	$100K	Sell	451 -83	-16%	-$17K	﹤0.01%	299
2020 Q2	$102K	Hold	534	–	–	﹤0.01%	275
2020 Q1	$106K	Buy	534 +176	+49%	+$37.7K	﹤0.01%	264
2019 Q4	$76K	Hold	358	–	–	﹤0.01%	342
2019 Q3	$88K	Hold	358	–	–	﹤0.01%	296
2019 Q2	$85K	Sell	358 -182	-34%	-$41.7K	﹤0.01%	322
2019 Q1	$118K	Sell	540 -10	-2%	-$2.09K	0.01%	307
2018 Q4	$111K	Buy	+550	New	+$112K	0.01%	296
2017 Q2	–	Sell	-350	Closed	-$77K	–	341
2017 Q1	$77K	Hold	350	–	–	﹤0.01%	260
2016 Q4	$78K	Hold	350	–	–	﹤0.01%	255
2016 Q3	$78K	Hold	350	–	–	﹤0.01%	258
2016 Q2	$89K	Hold	350	–	–	﹤0.01%	242
2016 Q1	$97K	Hold	350	–	–	﹤0.01%	283
2015 Q4	$87K	Hold	350	–	–	﹤0.01%	297
2015 Q3	$74K	Sell	350 -650	-65%	-$132K	﹤0.01%	289
2015 Q2	$184K	Hold	1,000	–	–	0.01%	250
2015 Q1	$197K	Hold	1,000	–	–	0.01%	239
2014 Q4	$185K	Sell	1,000 -200	-17%	-$36.2K	0.01%	244
2014 Q3	$199K	Hold	1,200	–	–	0.01%	212
2014 Q2	$206K	Sell	1,200 -5,105	-81%	-$875K	0.01%	228
2014 Q1	$1.06M	Sell	6,305 -1,565	-20%	-$253K	0.04%	143
2013 Q4	$1.19M	Sell	7,870 -4,886	-38%	-$781K	0.04%	141
2013 Q3	$2.05M	Buy	12,756 +9,256	+264%	+$1.47M	0.08%	113
2013 Q2	$537K	Buy	+3,500	New	+$552K	0.02%	159

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

Psagot Value Holdings's PSA Position: Q1 2024 in Review

Psagot Value Holdings sold out of Public Storage (PSA) in Q1 2024, closing a stake of 13 shares — an estimated $4K sold.

Psagot Value Holdings first reported a position in PSA in Q2 2013 and held it in 27 quarters. The position peaked at $2.05M in Q3 2013. 1,068 funds tracked by Wall St. Rank hold PSA as of Q1 2024.

Psagot Value Holdings reported no remaining Public Storage position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 13 Public Storage shares in Q1 2024, an estimated $4K.
Psagot Value Holdings first reported a position in Public Storage in Q2 2013 and held it in 27 quarters.
Psagot Value Holdings's Public Storage position peaked at $2.05M in Q3 2013.
1,068 funds tracked by Wall St. Rank held Public Storage as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.