TrustCore Financial Services’s Public Storage PSA Stock Holding History

TrustCore Financial Services’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
2022 Q4	$25.8K	Hold	92	–	–	﹤0.01%	566
2022 Q3	$27K	Hold	92	–	–	﹤0.01%	563
2022 Q2	$29K	Buy	92 +17	+23%	+$5.89K	﹤0.01%	560
2022 Q1	$29K	Hold	75	–	–	﹤0.01%	576
2021 Q4	$28K	Hold	75	–	–	﹤0.01%	555
2021 Q3	$22K	Sell	75 -106	-59%	-$33.3K	﹤0.01%	631
2021 Q2	$54K	Sell	181 -18	-9%	-$5.05K	0.01%	438
2021 Q1	$49K	Sell	199 -35	-15%	-$8.15K	0.01%	442
2020 Q4	$54K	Hold	234	–	–	0.01%	417
2020 Q3	$52K	Hold	234	–	–	0.01%	380
2020 Q2	$45K	Hold	234	–	–	0.01%	408
2020 Q1	$46K	Hold	234	–	–	0.01%	372
2019 Q4	$50K	Hold	234	–	–	0.01%	376
2019 Q3	$57K	Sell	234 -70	-23%	-$17.6K	0.01%	344
2019 Q2	$72K	Hold	304	–	–	0.02%	310
2019 Q1	$66K	Hold	304	–	–	0.02%	268
2018 Q4	$62K	Hold	304	–	–	0.03%	132
2018 Q3	$61K	Hold	304	–	–	0.02%	284
2018 Q2	$69K	Sell	304 -390	-56%	-$81.2K	0.02%	252
2018 Q1	$139K	Hold	694	–	–	0.05%	172
2017 Q4	$145K	Buy	+694	New	+$147K	0.06%	158

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

TrustCore Financial Services's PSA Position: Q4 2022 in Review

TrustCore Financial Services held its Public Storage (PSA) position steady in Q4 2022 at 92 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

TrustCore Financial Services first reported a position in PSA in Q4 2017 and has held it in 21 quarters since. The position peaked at $145K in Q4 2017. 957 funds tracked by Wall St. Rank hold PSA as of Q4 2022.

TrustCore Financial Services held 92 shares of Public Storage worth $25.8K as of Q4 2022.
TrustCore Financial Services left its Public Storage share count unchanged in Q4 2022.
Public Storage made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #566 holding.
TrustCore Financial Services first reported a position in Public Storage in Q4 2017 and has held it in 21 quarters since.
TrustCore Financial Services's Public Storage position peaked at $145K in Q4 2017.
957 funds tracked by Wall St. Rank held Public Storage as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.