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Raymond James Trust’s Public Storage PSA Stock Holding History

Raymond James Trust’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
Q3 		$798K Buy
2,193
+221
+11% +$71.7K 0.02% 579
2024
Q2 		$567K Sell
1,972
-207
-9% -$57.1K 0.01% 676
2024
Q1 		$632K Buy
2,179
+330
+18% +$94.6K 0.02% 620
2023
Q4 		$564K Sell
1,849
-296
-14% -$78.5K 0.01% 644
2023
Q3 		$565K Buy
2,145
+131
+7% +$36.7K 0.02% 586
2023
Q2 		$588K Buy
2,014
+8
+0.4% +$2.33K 0.02% 598
2023
Q1 		$606K Sell
2,006
-66
-3% -$19.4K 0.02% 564
2022
Q4 		$580K Sell
2,072
-86
-4% -$25.1K 0.02% 547
2022
Q3 		$632K Sell
2,158
-146
-6% -$47.5K 0.02% 500
2022
Q2 		$721K Buy
2,304
+443
+24% +$153K 0.03% 463
2022
Q1 		$726K Sell
1,861
-904
-33% -$328K 0.02% 510
2021
Q4 		$1.04M Buy
2,765
+566
+26% +$189K 0.03% 419
2021
Q3 		$654K Sell
2,199
-2
-0.1% -$628 0.02% 526
2021
Q2 		$661K Sell
2,201
-245
-10% -$68.7K 0.02% 512
2021
Q1 		$604K Buy
2,446
+916
+60% +$213K 0.02% 521
2020
Q4 		$353K Buy
1,530
+372
+32% +$85.3K 0.01% 695
2020
Q3 		$258K Buy
1,158
+28
+2% +$5.72K 0.01% 763
2020
Q2 		$217K Sell
1,130
-959
-46% -$185K 0.01% 807
2020
Q1 		$415K Sell
2,089
-320
-13% -$68.5K 0.02% 447
2019
Q4 		$513K Sell
2,409
-616
-20% -$137K 0.02% 458
2019
Q3 		$742K Sell
3,025
-249
-8% -$62.5K 0.04% 363
2019
Q2 		$780K Sell
3,274
-153
-4% -$35.1K 0.04% 338
2019
Q1 		$746K Sell
3,427
-93
-3% -$19.5K 0.04% 340
2018
Q4 		$712K Sell
3,520
-3,789
-52% -$773K 0.05% 316
2018
Q3 		$1.47M Sell
7,309
-338
-4% -$72.9K 0.08% 222
2018
Q2 		$1.74M Buy
7,647
+23
+0.3% +$4.79K 0.11% 199
2018
Q1 		$1.53M Buy
7,624
+1,178
+18% +$229K 0.11% 196
2017
Q4 		$1.35M Buy
6,446
+609
+10% +$129K 0.09% 210
2017
Q3 		$1.25M Buy
5,837
+694
+13% +$143K 0.09% 213
2017
Q2 		$1.07M Buy
5,143
+2,711
+111% +$583K 0.08% 227
2017
Q1 		$533K Sell
2,432
-301
-11% -$66.7K 0.04% 351
2016
Q4 		$611K Buy
2,733
+420
+18% +$89.4K 0.05% 310
2016
Q3 		$516K Sell
2,313
-78
-3% -$18.2K 0.04% 327
2016
Q2 		$611K Sell
2,391
-105
-4% -$27K 0.05% 297
2016
Q1 		$689K Sell
2,496
-101
-4% -$25.5K 0.06% 266
2015
Q4 		$643K Buy
2,597
+557
+27% +$130K 0.06% 288
2015
Q3 		$432K Buy
2,040
+75
+4% +$15.3K 0.05% 336
2015
Q2 		$362K Sell
1,965
-279
-12% -$53.5K 0.04% 390
2015
Q1 		$443K Sell
2,244
-389
-15% -$77.1K 0.05% 352
2014
Q4 		$487K Buy
2,633
+697
+36% +$126K 0.05% 332
2014
Q3 		$321K Buy
1,936
+75
+4% +$12.9K 0.04% 409
2014
Q2 		$319K Sell
1,861
-13
-0.7% -$2.23K 0.04% 409
2014
Q1 		$316K Buy
1,874
+110
+6% +$17.8K 0.04% 388
2013
Q4 		$265K Buy
1,764
+24
+1% +$3.84K 0.03% 437
2013
Q3 		$279K Buy
1,740
+3
+0.2% +$475 0.04% 379
2013
Q2 		$266K Buy
+1,737
New +$274K 0.04% 366

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Raymond James Trust's PSA Position: Q3 2024 in Review

Raymond James Trust increased its Public Storage (PSA) stake by 11% in Q3 2024, buying an estimated $71.7K and bringing the position to 2,193 shares worth $798K. The position accounts for 0.02% of the portfolio, ranked #579.

Raymond James Trust first reported a position in PSA in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.74M in Q2 2018. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

  • Raymond James Trust held 2,193 shares of Public Storage worth $798K as of Q3 2024.
  • Raymond James Trust bought 221 Public Storage shares in Q3 2024, an estimated $71.7K.
  • Public Storage made up 0.02% of Raymond James Trust's portfolio in Q3 2024, its #579 holding.
  • Raymond James Trust first reported a position in Public Storage in Q2 2013 and has held it in 46 quarters since.
  • Raymond James Trust's Public Storage position peaked at $1.74M in Q2 2018.
  • 1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.