Stephenson & Company’s Public Storage PSA Stock Holding History

Stephenson & Company’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 Q4	–	Sell	-577	Closed	-$210K	–	39
2024 Q3	$210K	Buy	+577	New	+$187K	0.14%	38

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Stephenson & Company's PSA Position: Q4 2024 in Review

Stephenson & Company sold out of Public Storage (PSA) in Q4 2024, closing a stake of 577 shares — an estimated $210K sold.

Stephenson & Company first reported a position in PSA in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 1,128 funds tracked by Wall St. Rank hold PSA as of Q4 2024.

Stephenson & Company reported no remaining Public Storage position as of Q4 2024 after selling out during the quarter.
Stephenson & Company sold 577 Public Storage shares in Q4 2024, an estimated $210K.
Stephenson & Company first reported a position in Public Storage in Q3 2024 and held it in 1 quarter.
Stephenson & Company's Public Storage position peaked at $210K in Q3 2024.
1,128 funds tracked by Wall St. Rank held Public Storage as of Q4 2024.

Based on Stephenson & Company's 13F filing for Q4 2024, filed 23 Jan 2025.