TF
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Threadgill Financial’s Public Storage PSA Stock Holding History

Threadgill Financial’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
-18,815
Closed -$5.46M – 60
2024
Q1 		$5.46M Sell
18,815
-2,511
-12% -$720K 2.42% 13
2023
Q4 		$6.5M Buy
21,326
+119
+0.6% +$31.6K 4.31% 9
2023
Q3 		$5.73M Buy
21,207
+33
+0.2% +$9.25K 4.37% 7
2023
Q2 		$6M Buy
21,174
+426
+2% +$124K 6.86% 7
2023
Q1 		$6.27M Buy
+20,748
New +$6.1M 7.67% 6

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

Threadgill Financial's PSA Position: Q2 2024 in Review

Threadgill Financial sold out of Public Storage (PSA) in Q2 2024, closing a stake of 18,815 shares — an estimated $5.46M sold.

Threadgill Financial first reported a position in PSA in Q1 2023 and held it in 5 quarters. The position peaked at $6.5M in Q4 2023. 1,063 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

  • Threadgill Financial reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
  • Threadgill Financial sold 18,815 Public Storage shares in Q2 2024, an estimated $5.46M.
  • Threadgill Financial first reported a position in Public Storage in Q1 2023 and held it in 5 quarters.
  • Threadgill Financial's Public Storage position peaked at $6.5M in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Threadgill Financial's 13F filing for Q2 2024, filed 11 Jul 2024.