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Simplicity Solutions’s Public Storage PSA Stock Holding History

Simplicity Solutions’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
Q4 		$358K Sell
1,173
-207
-15% -$54.9K 0.01% 780
2023
Q3 		$364K Sell
1,380
-545
-28% -$153K 0.01% 696
2023
Q2 		$562K Sell
1,925
-226
-11% -$65.9K 0.02% 631
2023
Q1 		$650K Buy
2,151
+1,154
+116% +$339K 0.02% 610
2022
Q4 		$279K Buy
997
+152
+18% +$44.3K 0.04% 504
2022
Q3 		$247K Buy
845
+91
+12% +$29.6K 0.04% 525
2022
Q2 		$236K Sell
754
-591
-44% -$205K 0.03% 519
2022
Q1 		$525K Buy
1,345
+89
+7% +$32.3K 0.06% 299
2021
Q4 		$470K Buy
+1,256
New +$420K 0.05% 408
2021
Q1 		– Sell
-10,077
Closed -$2.33M – 843
2020
Q4 		$2.33M Buy
10,077
+235
+2% +$53.9K 0.03% 351
2020
Q3 		$2.19M Sell
9,842
-1,618
-14% -$331K 0.04% 311
2020
Q2 		$2.2M Buy
11,460
+356
+3% +$68.7K 0.04% 294
2020
Q1 		$2.21M Buy
11,104
+2,761
+33% +$591K 0.07% 213
2019
Q4 		$1.78M Buy
8,343
+1,787
+27% +$397K 0.05% 263
2019
Q3 		$1.61M Buy
6,556
+67
+1% +$16.8K 0.07% 214
2019
Q2 		$1.54M Buy
6,489
+2,839
+78% +$651K 0.07% 190
2019
Q1 		$795K Buy
3,650
+1,004
+38% +$210K 0.05% 292
2018
Q4 		$536K Sell
2,646
-3,253
-55% -$664K 0.07% 297
2018
Q3 		$1.19M Buy
5,899
+1,254
+27% +$271K 0.07% 150
2018
Q2 		$1.05M Buy
4,645
+547
+13% +$114K 0.08% 140
2018
Q1 		$821K Buy
4,098
+2,645
+182% +$515K 0.07% 156
2017
Q4 		$304K Buy
+1,453
New +$307K 0.03% 291
2017
Q3 		– Sell
-1,258
Closed -$262K – 336
2017
Q2 		$262K Buy
+1,258
New +$270K 0.03% 345

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's PSA Position: Q4 2023 in Review

Simplicity Solutions reduced its Public Storage (PSA) stake by 15% in Q4 2023, selling an estimated $54.9K and leaving 1,173 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #780.

Simplicity Solutions first reported a position in PSA in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2020. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Simplicity Solutions held 1,173 shares of Public Storage worth $358K as of Q4 2023.
  • Simplicity Solutions sold 207 Public Storage shares in Q4 2023, an estimated $54.9K.
  • Public Storage made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #780 holding.
  • Simplicity Solutions first reported a position in Public Storage in Q2 2017 and has held it in 23 quarters since.
  • Simplicity Solutions's Public Storage position peaked at $2.33M in Q4 2020.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.