SFE Investment Counsel’s Public Storage PSA Stock Holding History

SFE Investment Counsel’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 Q3	–	Sell	-2,723	Closed	-$851K	–	121
2022 Q2	$851K	Hold	2,723	–	–	0.25%	83
2022 Q1	$1.06M	Hold	2,723	–	–	0.27%	85
2021 Q4	$1.02M	Hold	2,723	–	–	0.26%	85
2021 Q3	$809K	Hold	2,723	–	–	0.23%	88
2021 Q2	$819K	Hold	2,723	–	–	0.23%	87
2021 Q1	$672K	Hold	2,723	–	–	0.2%	88
2020 Q4	$629K	Buy	2,723 +25	+0.9%	+$5.73K	0.2%	87
2020 Q3	$601K	Buy	2,698 +28	+1%	+$5.72K	0.24%	82
2020 Q2	$512K	Hold	2,670	–	–	0.23%	78
2020 Q1	$530K	Hold	2,670	–	–	0.29%	77
2019 Q4	$569K	Hold	2,670	–	–	0.23%	85
2019 Q3	$655K	Hold	2,670	–	–	0.28%	80
2019 Q2	$636K	Hold	2,670	–	–	0.27%	81
2019 Q1	$581K	Hold	2,670	–	–	0.26%	83
2018 Q4	$540K	Hold	2,670	–	–	0.28%	84
2018 Q3	$538K	Hold	2,670	–	–	0.21%	98
2018 Q2	$606K	Hold	2,670	–	–	0.25%	87
2018 Q1	$535K	Hold	2,670	–	–	0.28%	75
2017 Q4	$558K	Hold	2,670	–	–	0.23%	90
2017 Q3	$571K	Hold	2,670	–	–	0.24%	86
2017 Q2	$557K	Hold	2,670	–	–	0.23%	86
2017 Q1	$584K	Buy	+2,670	New	+$591K	0.21%	80

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

SFE Investment Counsel's PSA Position: Q3 2022 in Review

SFE Investment Counsel sold out of Public Storage (PSA) in Q3 2022, closing a stake of 2,723 shares — an estimated $851K sold.

SFE Investment Counsel first reported a position in PSA in Q1 2017 and held it in 22 quarters. The position peaked at $1.06M in Q1 2022. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

SFE Investment Counsel reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
SFE Investment Counsel sold 2,723 Public Storage shares in Q3 2022, an estimated $851K.
SFE Investment Counsel first reported a position in Public Storage in Q1 2017 and held it in 22 quarters.
SFE Investment Counsel's Public Storage position peaked at $1.06M in Q1 2022.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on SFE Investment Counsel's 13F filing for Q3 2022, filed 14 Nov 2022.