Sullivan, Bruyette, Speros & Blaney’s Public Storage PSA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$193K	Hold	783	–	–	0.01%	313
2020 Q4	$181K	Sell	783 -144	-16%	-$33K	0.01%	299
2020 Q3	$206K	Hold	927	–	–	0.01%	245
2020 Q2	$178K	Hold	927	–	–	0.01%	253
2020 Q1	$184K	Hold	927	–	–	0.01%	217
2019 Q4	$197K	Hold	927	–	–	0.01%	250
2019 Q3	$227K	Hold	927	–	–	0.01%	214
2019 Q2	$221K	Hold	927	–	–	0.01%	212
2019 Q1	$202K	Buy	+927	New	+$194K	0.01%	208

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's PSA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney held its Public Storage (PSA) position steady in Q1 2021 at 783 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #313.

Sullivan, Bruyette, Speros & Blaney first reported a position in PSA in Q1 2019 and has held it in 9 quarters since. The position peaked at $227K in Q3 2019. 802 funds tracked by Wall St. Rank hold PSA as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 783 shares of Public Storage worth $193K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney left its Public Storage share count unchanged in Q1 2021.
Public Storage made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #313 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Public Storage in Q1 2019 and has held it in 9 quarters since.
Sullivan, Bruyette, Speros & Blaney's Public Storage position peaked at $227K in Q3 2019.
802 funds tracked by Wall St. Rank held Public Storage as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.