Strategy Asset Managers’s Public Storage PSA Stock Holding History

Strategy Asset Managers’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 Q1	–	Sell	-2,043	Closed	-$572K	–	270
2022 Q4	$572K	Sell	2,043 -38	-2%	-$11.1K	0.15%	124
2022 Q3	$609K	Buy	+2,081	New	+$677K	0.17%	121
2016 Q4	–	Sell	-9,693	Closed	-$2.16M	–	148
2016 Q3	$2.16M	Sell	9,693 -182	-2%	-$42.5K	0.48%	76
2016 Q2	$2.52M	Sell	9,875 -52	-0.5%	-$13.3K	0.57%	64
2016 Q1	$2.74M	Buy	+9,927	New	+$2.5M	0.62%	46

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Strategy Asset Managers's PSA Position: Q1 2023 in Review

Strategy Asset Managers sold out of Public Storage (PSA) in Q1 2023, closing a stake of 2,043 shares — an estimated $572K sold.

Strategy Asset Managers first reported a position in PSA in Q1 2016 and held it in 5 quarters. The position peaked at $2.74M in Q1 2016. 948 funds tracked by Wall St. Rank hold PSA as of Q1 2023.

Strategy Asset Managers reported no remaining Public Storage position as of Q1 2023 after selling out during the quarter.
Strategy Asset Managers sold 2,043 Public Storage shares in Q1 2023, an estimated $572K.
Strategy Asset Managers first reported a position in Public Storage in Q1 2016 and held it in 5 quarters.
Strategy Asset Managers's Public Storage position peaked at $2.74M in Q1 2016.
948 funds tracked by Wall St. Rank held Public Storage as of Q1 2023.

Based on Strategy Asset Managers's 13F filing for Q1 2023, filed 2 May 2023.