Stonebridge Capital Advisors’s Public Storage PSA Stock Holding History

Stonebridge Capital Advisors’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 Q2	–	Sell	-92	Closed	-$36K	–	1041
2022 Q1	$36K	Hold	92	–	–	﹤0.01%	439
2021 Q4	$34K	Buy	92 +50	+119%	+$16.7K	﹤0.01%	428
2021 Q3	$12K	Buy	+42	New	+$13.2K	﹤0.01%	587
2019 Q3	–	Sell	-71	Closed	-$17K	–	927
2019 Q2	$17K	Buy	+71	New	+$16.3K	﹤0.01%	489

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

Stonebridge Capital Advisors's PSA Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of Public Storage (PSA) in Q2 2022, closing a stake of 92 shares — an estimated $36K sold.

Stonebridge Capital Advisors first reported a position in PSA in Q2 2019 and held it in 4 quarters. The position peaked at $36K in Q1 2022. 968 funds tracked by Wall St. Rank hold PSA as of Q2 2022.

Stonebridge Capital Advisors reported no remaining Public Storage position as of Q2 2022 after selling out during the quarter.
Stonebridge Capital Advisors sold 92 Public Storage shares in Q2 2022, an estimated $36K.
Stonebridge Capital Advisors first reported a position in Public Storage in Q2 2019 and held it in 4 quarters.
Stonebridge Capital Advisors's Public Storage position peaked at $36K in Q1 2022.
968 funds tracked by Wall St. Rank held Public Storage as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.