Summit Global Investments’s Public Storage PSA Stock Holding History

Summit Global Investments’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,175	Closed	-$1.25M	–	554
2024 Q4	$1.25M	Sell	4,175 -24	-0.6%	-$7.19K	0.08%	175
2024 Q3	$1.53M	Sell	4,199 -584	-12%	-$213K	0.1%	166
2024 Q2	$1.38M	Buy	4,783 +43	+0.9%	+$12.4K	0.09%	172
2024 Q1	$1.38M	Sell	4,740 -157	-3%	-$45.5K	0.1%	155
2023 Q4	$1.49M	Buy	4,897 +730	+18%	+$223K	0.1%	162
2023 Q3	$1.1M	Sell	4,167 -32,002	-88%	-$8.43M	0.07%	206
2023 Q2	$10.6M	Buy	36,169 +17,768	+97%	+$5.19M	0.7%	32
2023 Q1	$5.56M	Buy	18,401 +244	+1%	+$73.7K	0.43%	58
2022 Q4	$5.09M	Buy	18,157 +4,065	+29%	+$1.14M	0.43%	71
2022 Q3	$4.13M	Buy	14,092 +41	+0.3%	+$12K	0.38%	77
2022 Q2	$4.39M	Buy	14,051 +217	+2%	+$67.8K	0.39%	67
2022 Q1	$5.4M	Buy	+13,834	New	+$5.4M	0.4%	73
2021 Q1	–	Sell	-21,680	Closed	-$5.01M	–	570
2020 Q4	$5.01M	Sell	21,680 -18,021	-45%	-$4.16M	0.5%	47
2020 Q3	$8.84M	Sell	39,701 -20,495	-34%	-$4.56M	0.91%	35
2020 Q2	$11.6M	Sell	60,196 -557	-0.9%	-$107K	1.33%	26
2020 Q1	$12.1M	Buy	60,753 +4,749	+8%	+$943K	1.76%	18
2019 Q4	$11.9M	Buy	56,004 +11,166	+25%	+$2.38M	1.29%	25
2019 Q3	$11M	Buy	44,838 +839	+2%	+$206K	1.28%	23
2019 Q2	$10.5M	Buy	43,999 +18,842	+75%	+$4.49M	1.32%	17
2019 Q1	$5.48M	Buy	25,157 +320	+1%	+$69.7K	0.7%	49
2018 Q4	$5.03M	Buy	24,837 +17,910	+259%	+$3.62M	0.78%	41
2018 Q3	$1.4M	Sell	6,927 -12	-0.2%	-$2.42K	0.19%	87
2018 Q2	$1.57M	Buy	6,939 +1,718	+33%	+$390K	0.24%	81
2018 Q1	$1.05M	Buy	5,221 +2,344	+81%	+$470K	0.17%	77
2017 Q4	$601K	Sell	2,877 -2,301	-44%	-$481K	0.09%	140
2017 Q3	$1.11M	Buy	5,178 +2,719	+111%	+$582K	0.17%	84
2017 Q2	$513K	Sell	2,459 -5,080	-67%	-$1.06M	0.15%	142
2017 Q1	$1.65M	Sell	7,539 -52	-0.7%	-$11.4K	0.54%	56
2016 Q4	$1.7M	Buy	+7,591	New	+$1.7M	0.62%	51