Susquehanna Fundamental Investments’s National Storage Affiliates Trust NSA Stock Holding History

Susquehanna Fundamental Investments’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-142,580	Closed	-$5.93M	–	1391
2022 Q3	$5.93M	Buy	+142,580	New	+$7.28M	0.1%	287
2022 Q1	$1.99M	Buy	+31,708	New	+$1.95M	0.04%	587
2019 Q1	–	Sell	-10,060	Closed	-$266K	–	415
2018 Q4	$266K	Sell	10,060 -10,500	-51%	-$281K	0.05%	267
2018 Q3	$523K	Hold	20,560	–	–	0.09%	227
2018 Q2	$634K	Sell	20,560 -8,140	-28%	-$223K	0.09%	244
2018 Q1	$720K	Buy	+28,700	New	+$724K	0.09%	296

Other funds holding NSA

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Susquehanna Fundamental Investments's NSA Position: Q4 2022 in Review

Susquehanna Fundamental Investments sold out of National Storage Affiliates Trust (NSA) in Q4 2022, closing a stake of 142,580 shares — an estimated $5.93M sold.

Susquehanna Fundamental Investments first reported a position in NSA in Q1 2018 and held it in 6 quarters. The position peaked at $5.93M in Q3 2022. 318 funds tracked by Wall St. Rank hold NSA as of Q4 2022.

Susquehanna Fundamental Investments reported no remaining National Storage Affiliates Trust position as of Q4 2022 after selling out during the quarter.
Susquehanna Fundamental Investments sold 142,580 National Storage Affiliates Trust shares in Q4 2022, an estimated $5.93M.
Susquehanna Fundamental Investments first reported a position in National Storage Affiliates Trust in Q1 2018 and held it in 6 quarters.
Susquehanna Fundamental Investments's National Storage Affiliates Trust position peaked at $5.93M in Q3 2022.
318 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2022.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2022, filed 14 Feb 2023.