Sonora Investment Management’s Public Storage PSA Stock Holding History

Sonora Investment Management’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
2021 Q3	$92K	Buy	309 +39	+14%	+$12.2K	0.01%	315
2021 Q2	$81K	Hold	270	–	–	0.01%	307
2021 Q1	$67K	Hold	270	–	–	0.01%	500
2020 Q4	$62K	Hold	270	–	–	0.01%	538
2020 Q3	$60K	Buy	270 +67	+33%	+$13.7K	0.01%	509
2020 Q2	$39K	Buy	203 +46	+29%	+$8.88K	﹤0.01%	576
2020 Q1	$31K	Hold	157	–	–	﹤0.01%	605
2019 Q4	$33K	Sell	157 -67	-30%	-$14.9K	﹤0.01%	660
2019 Q3	$55K	Hold	224	–	–	0.01%	479
2019 Q2	$53K	Hold	224	–	–	0.01%	494
2019 Q1	$49K	Sell	224 -6	-3%	-$1.26K	0.01%	523
2018 Q4	$47K	Buy	230 +6	+3%	+$1.23K	0.01%	420
2018 Q3	$45K	Hold	224	–	–	0.01%	436
2018 Q2	$51K	Buy	224 +1	+0.4%	+$208	0.01%	397
2018 Q1	$44.6K	Hold	223	–	–	0.01%	413
2017 Q4	$46.5K	Buy	223 +156	+233%	+$33K	0.01%	413
2017 Q3	$14.3K	Hold	67	–	–	﹤0.01%	615
2017 Q2	$14K	Buy	+67	New	+$14.4K	﹤0.01%	614
2016 Q2	–	Sell	-2	Closed	-$517	–	912
2016 Q1	$517	Buy	+2	New	+$505	﹤0.01%	912
2015 Q4	–	Sell	-17	Closed	-$3K	–	1073
2015 Q3	$3K	Buy	+17	New	+$3.46K	﹤0.01%	907

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Sonora Investment Management's PSA Position: Q3 2021 in Review

Sonora Investment Management increased its Public Storage (PSA) stake by 14% in Q3 2021, buying an estimated $12.2K and bringing the position to 309 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #315.

Sonora Investment Management first reported a position in PSA in Q3 2015 and has held it in 20 quarters since. 882 funds tracked by Wall St. Rank hold PSA as of Q3 2021.

Sonora Investment Management held 309 shares of Public Storage worth $92K as of Q3 2021.
Sonora Investment Management bought 39 Public Storage shares in Q3 2021, an estimated $12.2K.
Public Storage made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #315 holding.
Sonora Investment Management first reported a position in Public Storage in Q3 2015 and has held it in 20 quarters since.
882 funds tracked by Wall St. Rank held Public Storage as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.