Richard Bernstein Advisors’s Public Storage PSA Stock Holding History

Richard Bernstein Advisors’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
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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Richard Bernstein Advisors's PSA Position: Q2 2023 in Review

Richard Bernstein Advisors sold out of Public Storage (PSA) in Q2 2023, closing a stake of 3,450 shares — an estimated $1.04M sold.

Richard Bernstein Advisors first reported a position in PSA in Q2 2013 and held it in 12 quarters. The position peaked at $2.42M in Q1 2016. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

Richard Bernstein Advisors reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
Richard Bernstein Advisors sold 3,450 Public Storage shares in Q2 2023, an estimated $1.04M.
Richard Bernstein Advisors first reported a position in Public Storage in Q2 2013 and held it in 12 quarters.
Richard Bernstein Advisors's Public Storage position peaked at $2.42M in Q1 2016.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on Richard Bernstein Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.