Townsend & Associates’s Public Storage PSA Stock Holding History

Townsend & Associates’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 Q3	–	Sell	-7,092	Closed	-$2.08M	–	118
2023 Q2	$2.08M	Sell	7,092 -618	-8%	-$180K	0.54%	51
2023 Q1	$2.27M	Sell	7,710 -2,830	-27%	-$832K	0.91%	42
2022 Q4	$3.19M	Buy	10,540 +127	+1%	+$37K	1.58%	18
2022 Q3	$2.98M	Buy	+10,413	New	+$3.39M	1.38%	16

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Townsend & Associates's PSA Position: Q3 2023 in Review

Townsend & Associates sold out of Public Storage (PSA) in Q3 2023, closing a stake of 7,092 shares — an estimated $2.08M sold.

Townsend & Associates first reported a position in PSA in Q3 2022 and held it in 4 quarters. The position peaked at $3.19M in Q4 2022. 978 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

Townsend & Associates reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
Townsend & Associates sold 7,092 Public Storage shares in Q3 2023, an estimated $2.08M.
Townsend & Associates first reported a position in Public Storage in Q3 2022 and held it in 4 quarters.
Townsend & Associates's Public Storage position peaked at $3.19M in Q4 2022.
978 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Townsend & Associates's 13F filing for Q3 2023, filed 1 Nov 2023.