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Surevest’s Public Storage PSA Stock Holding History

Surevest’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
2022
Q3 		$1K Sell
4
-55
-93% -$17.9K ﹤0.01% 480
2022
Q2 		$18K Buy
59
+55
+1,375% +$19K ﹤0.01% 273
2022
Q1 		$2K Hold
4
– – ﹤0.01% 413
2021
Q4 		$1K Buy
+4
New +$1.34K ﹤0.01% 503

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Surevest's PSA Position: Q3 2022 in Review

Surevest reduced its Public Storage (PSA) stake by 93% in Q3 2022, selling an estimated $17.9K and leaving 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Surevest first reported a position in PSA in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q2 2022. 932 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

  • Surevest held 4 shares of Public Storage worth $1K as of Q3 2022.
  • Surevest sold 55 Public Storage shares in Q3 2022, an estimated $17.9K.
  • Public Storage made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #480 holding.
  • Surevest first reported a position in Public Storage in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Public Storage position peaked at $18K in Q2 2022.
  • 932 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.