TD Capital Management’s Public Storage PSA Stock Holding History

TD Capital Management’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
2023 Q4	–	Sell	-188	Closed	-$49.5K	–	425
2023 Q3	$49.5K	Hold	188	–	–	0.01%	173
2023 Q2	$54.9K	Hold	188	–	–	0.01%	169
2023 Q1	$56.8K	Buy	+188	New	+$55.3K	0.01%	164
2016 Q3	–	Sell	-60	Closed	-$15K	–	176
2016 Q2	$15K	Hold	60	–	–	﹤0.01%	99
2016 Q1	$17K	Hold	60	–	–	0.01%	91
2015 Q4	$15K	Hold	60	–	–	﹤0.01%	98
2015 Q3	$13K	Hold	60	–	–	﹤0.01%	106
2015 Q2	$11K	Buy	+60	New	+$11.5K	﹤0.01%	117

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

TD Capital Management's PSA Position: Q4 2023 in Review

TD Capital Management sold out of Public Storage (PSA) in Q4 2023, closing a stake of 188 shares — an estimated $49.5K sold.

TD Capital Management first reported a position in PSA in Q2 2015 and held it in 8 quarters. The position peaked at $56.8K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

TD Capital Management reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 188 Public Storage shares in Q4 2023, an estimated $49.5K.
TD Capital Management first reported a position in Public Storage in Q2 2015 and held it in 8 quarters.
TD Capital Management's Public Storage position peaked at $56.8K in Q1 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.