Stuart Chaussee & Associates’s Public Storage PSA Stock Holding History

Stuart Chaussee & Associates’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	–	Sell	-2	Closed	-$527	–	154
2023 Q3	$527	Hold	2	–	–	﹤0.01%	127
2023 Q2	$584	Hold	2	–	–	﹤0.01%	128
2023 Q1	$604	Hold	2	–	–	﹤0.01%	135
2022 Q4	$560	Hold	2	–	–	﹤0.01%	149
2022 Q3	$1K	Hold	2	–	–	﹤0.01%	147
2022 Q2	$1K	Hold	2	–	–	﹤0.01%	155
2022 Q1	$1K	Buy	2 +1	+100%	+$363	﹤0.01%	162
2021 Q4	$0	Hold	1	–	–	﹤0.01%	171
2021 Q3	$0	Hold	1	–	–	﹤0.01%	152
2021 Q2	$0	Hold	1	–	–	﹤0.01%	219
2021 Q1	$0	Buy	+1	New	+$233	﹤0.01%	285
2019 Q4	–	Sell	-300	Closed	-$74K	–	133
2019 Q3	$74K	Hold	300	–	–	0.04%	34
2019 Q2	$71K	Buy	300 +75	+33%	+$17.2K	0.04%	39
2019 Q1	$49K	Buy	+225	New	+$47.1K	0.03%	44
2018 Q1	–	Sell	-26	Closed	-$5K	–	117
2017 Q4	$5K	Hold	26	–	–	﹤0.01%	81
2017 Q3	$6K	Sell	26 -45	-63%	-$9.3K	﹤0.01%	76
2017 Q2	$15K	Sell	71 -225	-76%	-$48.4K	0.01%	53
2017 Q1	$65K	Buy	+296	New	+$65.6K	0.06%	30

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stuart Chaussee & Associates's PSA Position: Q4 2023 in Review

Stuart Chaussee & Associates sold out of Public Storage (PSA) in Q4 2023, closing a stake of 2 shares — an estimated $527 sold.

Stuart Chaussee & Associates first reported a position in PSA in Q1 2017 and held it in 18 quarters. The position peaked at $74K in Q3 2019. 1,060 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Stuart Chaussee & Associates reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Stuart Chaussee & Associates sold 2 Public Storage shares in Q4 2023, an estimated $527.
Stuart Chaussee & Associates first reported a position in Public Storage in Q1 2017 and held it in 18 quarters.
Stuart Chaussee & Associates's Public Storage position peaked at $74K in Q3 2019.
1,060 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2023, filed 2 Feb 2024.