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Unigestion Holding’s Public Storage PSA Stock Holding History

Unigestion Holding’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
-1,774
Closed -$469K – 187
2023
Q3 		$469K Hold
1,774
– – 0.03% 146
2023
Q2 		$512K Sell
1,774
-137
-7% -$39.9K 0.03% 173
2023
Q1 		$563K Sell
1,911
-1,188
-38% -$349K 0.03% 187
2022
Q4 		$876K Buy
3,099
+243
+9% +$70.9K 0.05% 160
2022
Q3 		$821K Sell
2,856
-302
-10% -$98.2K 0.05% 141
2022
Q2 		$987K Sell
3,158
-1,071
-25% -$371K 0.06% 134
2022
Q1 		$1.65M Sell
4,229
-112
-3% -$40.6K 0.07% 103
2021
Q4 		$1.63M Buy
4,341
+986
+29% +$329K 0.07% 105
2021
Q3 		$997K Sell
3,355
-3,837
-53% -$1.2M 0.04% 140
2021
Q2 		$2.18M Buy
+7,192
New +$2.02M 0.08% 98
2020
Q4 		– Sell
-1,296
Closed -$289K – 243
2020
Q3 		$289K Sell
1,296
-792
-38% -$162K 0.01% 175
2020
Q2 		$401K Sell
2,088
-2,414
-54% -$466K 0.01% 173
2020
Q1 		$894K Buy
+4,502
New +$964K 0.03% 166
2019
Q3 		$1.18M Buy
+4,806
New +$1.21M 0.03% 165
2018
Q4 		– Sell
-120,903
Closed -$24.4M – 336
2018
Q3 		$24.4M Buy
120,903
+117,403
+3,354% +$25.3M 0.52% 71
2018
Q2 		$794K Buy
+3,500
New +$729K 0.02% 274

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unigestion Holding's PSA Position: Q4 2023 in Review

Unigestion Holding sold out of Public Storage (PSA) in Q4 2023, closing a stake of 1,774 shares — an estimated $469K sold.

Unigestion Holding first reported a position in PSA in Q2 2018 and held it in 16 quarters. The position peaked at $24.4M in Q3 2018. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • Unigestion Holding reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • Unigestion Holding sold 1,774 Public Storage shares in Q4 2023, an estimated $469K.
  • Unigestion Holding first reported a position in Public Storage in Q2 2018 and held it in 16 quarters.
  • Unigestion Holding's Public Storage position peaked at $24.4M in Q3 2018.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on Unigestion Holding's 13F filing for Q4 2023, filed 14 Feb 2024.