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Sargent Bickham Lagudis’s Public Storage PSA Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$39.7K Hold
142
– – ﹤0.01% 482
2022
Q3 		$41K Sell
142
-29
-17% -$9.43K ﹤0.01% 451
2022
Q2 		$53K Sell
171
-24
-12% -$8.31K ﹤0.01% 410
2022
Q1 		$76K Hold
195
– – 0.01% 376
2021
Q4 		$73K Hold
195
– – 0.01% 386
2021
Q3 		$58K Sell
195
-1,045
-84% -$328K ﹤0.01% 418
2021
Q2 		$373K Buy
1,240
+137
+12% +$38.4K 0.03% 196
2021
Q1 		$272K Buy
1,103
+148
+15% +$34.5K 0.02% 211
2020
Q4 		$221K Buy
955
+256
+37% +$58.7K 0.02% 222
2020
Q3 		$156K Buy
699
+118
+20% +$24.1K 0.02% 240
2020
Q2 		$111K Sell
581
-18
-3% -$3.47K 0.01% 263
2020
Q1 		$119K Sell
599
-46
-7% -$9.85K 0.02% 237
2019
Q4 		$137K Buy
645
+71
+12% +$15.8K 0.02% 241
2019
Q3 		$141K Sell
574
-93
-14% -$23.4K 0.02% 222
2019
Q2 		$159K Sell
667
-20
-3% -$4.59K 0.02% 224
2019
Q1 		$150K Buy
687
+43
+7% +$9K 0.02% 241
2018
Q4 		$130K Buy
644
+12
+2% +$2.45K 0.02% 244
2018
Q3 		$127K Buy
632
+49
+8% +$10.6K 0.02% 248
2018
Q2 		$132K Sell
583
-176
-23% -$36.6K 0.02% 246
2018
Q1 		$152K Sell
759
-268
-26% -$52.2K 0.02% 238
2017
Q4 		$215K Sell
1,027
-237
-19% -$50.1K 0.03% 208
2017
Q3 		$270K Buy
1,264
+34
+3% +$7.03K 0.03% 185
2017
Q2 		$256K Buy
1,230
+56
+5% +$12K 0.03% 185
2017
Q1 		$257K Sell
1,174
-18
-2% -$3.99K 0.03% 186
2016
Q4 		$266K Buy
1,192
+776
+187% +$165K 0.04% 172
2016
Q3 		$93K Buy
416
+131
+46% +$30.6K 0.01% 273
2016
Q2 		$73K Sell
285
-118
-29% -$30.3K 0.01% 295
2016
Q1 		$111K Buy
+403
New +$102K 0.02% 266

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sargent Bickham Lagudis's PSA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Public Storage (PSA) position steady in Q4 2022 at 142 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Sargent Bickham Lagudis first reported a position in PSA in Q1 2016 and has held it in 28 quarters since. The position peaked at $373K in Q2 2021. 956 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

  • Sargent Bickham Lagudis held 142 shares of Public Storage worth $39.7K as of Q4 2022.
  • Sargent Bickham Lagudis left its Public Storage share count unchanged in Q4 2022.
  • Public Storage made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #482 holding.
  • Sargent Bickham Lagudis first reported a position in Public Storage in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Public Storage position peaked at $373K in Q2 2021.
  • 956 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.