Richard Bernstein Advisors’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,450	Closed	-$1.04M	–	198
2023 Q1	$1.04M	Hold	3,450	–	–	0.02%	183
2022 Q4	$967K	Buy	+3,450	New	+$1.01M	0.02%	192
2020 Q2	–	Sell	-8,371	Closed	-$1.66M	–	271
2020 Q1	$1.66M	Hold	8,371	–	–	0.06%	150
2019 Q4	$1.78M	Hold	8,371	–	–	0.06%	179
2019 Q3	$2.05M	Hold	8,371	–	–	0.07%	178
2019 Q2	$1.99M	Buy	+8,371	New	+$1.92M	0.07%	181
2016 Q3	–	Sell	-8,776	Closed	-$2.24M	–	238
2016 Q2	$2.24M	Hold	8,776	–	–	0.21%	198
2016 Q1	$2.42M	Buy	+8,776	New	+$2.21M	0.24%	152
2014 Q2	–	Sell	-4,913	Closed	-$828K	–	267
2014 Q1	$828K	Hold	4,913	–	–	0.12%	197
2013 Q4	$740K	Hold	4,913	–	–	0.15%	202
2013 Q3	$789K	Hold	4,913	–	–	0.23%	158
2013 Q2	$753K	Buy	+4,913	New	+$774K	0.25%	146