Schubert & Co’s Public Storage PSA Stock Holding History

Schubert & Co’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	-150	Closed	-$45.3K	–	1147
2023 Q1	$45.3K	Buy	150 +2	+1%	+$588	0.04%	75
2022 Q4	$41.6K	Sell	148 -49	-25%	-$14.3K	0.04%	69
2022 Q3	$58K	Buy	197 +3	+2%	+$976	0.06%	64
2022 Q2	$61K	Buy	194 +1	+0.5%	+$346	0.06%	66
2022 Q1	$75K	Hold	193	–	–	0.08%	43
2021 Q4	$72K	Buy	+193	New	+$64.5K	0.07%	41

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Schubert & Co's PSA Position: Q2 2023 in Review

Schubert & Co sold out of Public Storage (PSA) in Q2 2023, closing a stake of 150 shares — an estimated $45.3K sold.

Schubert & Co first reported a position in PSA in Q4 2021 and held it in 6 quarters. The position peaked at $75K in Q1 2022. 984 funds tracked by Wall St. Rank hold PSA as of Q2 2023.

Schubert & Co reported no remaining Public Storage position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 150 Public Storage shares in Q2 2023, an estimated $45.3K.
Schubert & Co first reported a position in Public Storage in Q4 2021 and held it in 6 quarters.
Schubert & Co's Public Storage position peaked at $75K in Q1 2022.
984 funds tracked by Wall St. Rank held Public Storage as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.