Searle & Co’s Public Storage PSA Stock Holding History

Searle & 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
2024 Q3	–	Sell	-800	Closed	-$230K	–	185
2024 Q2	$230K	Buy	+800	New	+$221K	0.05%	166

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Searle & Co's PSA Position: Q3 2024 in Review

Searle & Co sold out of Public Storage (PSA) in Q3 2024, closing a stake of 800 shares — an estimated $230K sold.

Searle & Co first reported a position in PSA in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 1,127 funds tracked by Wall St. Rank hold PSA as of Q3 2024.

Searle & Co reported no remaining Public Storage position as of Q3 2024 after selling out during the quarter.
Searle & Co sold 800 Public Storage shares in Q3 2024, an estimated $230K.
Searle & Co first reported a position in Public Storage in Q2 2024 and held it in 1 quarter.
Searle & Co's Public Storage position peaked at $230K in Q2 2024.
1,127 funds tracked by Wall St. Rank held Public Storage as of Q3 2024.

Based on Searle & Co's 13F filing for Q3 2024, filed 22 Oct 2024.