Truepoint Inc’s Public Storage PSA Stock Holding History

Truepoint Inc’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	-914	Closed	-$241K	–	263
2023 Q3	$241K	Buy	+914	New	+$256K	0.01%	174

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

Truepoint Inc's PSA Position: Q4 2023 in Review

Truepoint Inc sold out of Public Storage (PSA) in Q4 2023, closing a stake of 914 shares — an estimated $241K sold.

Truepoint Inc first reported a position in PSA in Q3 2023 and held it in 1 quarter. The position peaked at $241K in Q3 2023. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

Truepoint Inc reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
Truepoint Inc sold 914 Public Storage shares in Q4 2023, an estimated $241K.
Truepoint Inc first reported a position in Public Storage in Q3 2023 and held it in 1 quarter.
Truepoint Inc's Public Storage position peaked at $241K in Q3 2023.
1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Truepoint Inc's 13F filing for Q4 2023, filed 12 Feb 2024.