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 +73	+8%	+$16.7K	0.07%	223
2020 Q3	$4.45K	Buy	+959	New	+$196K	0.07%	127

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

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

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