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Summit X LLC’s Public Storage PSA Stock Holding History

Summit X LLC’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
2024
Q2 		– Sell
-1,046
Closed -$304K – 241
2024
Q1 		$304K Sell
1,046
-4
-0.4% -$1.15K 0.08% 153
2023
Q4 		$320K Buy
1,050
+1
+0.1% +$265 0.09% 139
2023
Q3 		$277K Buy
1,049
+11
+1% +$3.08K 0.09% 141
2023
Q2 		$303K Hold
1,038
– – 0.07% 214
2023
Q1 		$314K Sell
1,038
-63
-6% -$18.5K 0.08% 201
2022
Q4 		$345K Sell
1,101
-47
-4% -$13.7K 0.1% 195
2022
Q3 		$333K Buy
1,148
+46
+4% +$15K 0.1% 195
2022
Q2 		$348K Buy
1,102
+19
+2% +$6.58K 0.1% 193
2022
Q1 		$422K Hold
1,083
– – 0.1% 184
2021
Q4 		$405K Hold
1,083
– – 0.09% 193
2021
Q3 		$320K Buy
1,083
+5
+0.5% +$1.57K 0.08% 212
2021
Q2 		$326K Hold
1,078
– – 0.08% 213
2021
Q1 		$266K Buy
1,078
+46
+4% +$10.7K 0.07% 230
2020
Q4 		$239K Buy
+1,032
New +$237K 0.07% 223

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Summit X LLC's PSA Position: Q2 2024 in Review

Summit X LLC sold out of Public Storage (PSA) in Q2 2024, closing a stake of 1,046 shares — an estimated $304K sold.

Summit X LLC first reported a position in PSA in Q4 2020 and held it in 14 quarters. The position peaked at $422K in Q1 2022. 1,067 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Summit X LLC reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
  • Summit X LLC sold 1,046 Public Storage shares in Q2 2024, an estimated $304K.
  • Summit X LLC first reported a position in Public Storage in Q4 2020 and held it in 14 quarters.
  • Summit X LLC's Public Storage position peaked at $422K in Q1 2022.
  • 1,067 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Summit X LLC's 13F filing for Q2 2024, filed 13 Aug 2024.