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USA Financial Formulas’s Public Storage PSA Stock Holding History

USA Financial Formulas’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
-2
Closed -$527 – 497
2023
Q3 		$527 Hold
2
– – ﹤0.01% 441
2023
Q2 		$584 Hold
2
– – ﹤0.01% 416
2023
Q1 		$604 Buy
+2
New +$588 ﹤0.01% 340
2022
Q3 		$1K Hold
2
– – ﹤0.01% 266
2022
Q2 		$1K Sell
2
-2,427
-100% -$840K ﹤0.01% 292
2022
Q1 		$948K Buy
+2,429
New +$882K 1.01% 43
2021
Q4 		– Sell
-3,589
Closed -$1.07M – 474
2021
Q3 		$1.07M Buy
+3,589
New +$1.13M 0.95% 43
2015
Q3 		– Sell
-8,487
Closed -$1.56M – 177
2015
Q2 		$1.56M Buy
+8,487
New +$1.63M 0.48% 66

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

USA Financial Formulas's PSA Position: Q4 2023 in Review

USA Financial Formulas sold out of Public Storage (PSA) in Q4 2023, closing a stake of 2 shares — an estimated $527 sold.

USA Financial Formulas first reported a position in PSA in Q2 2015 and held it in 8 quarters. The position peaked at $1.56M in Q2 2015. 1,057 funds tracked by Wall St. Rank hold PSA as of Q4 2023.

  • USA Financial Formulas reported no remaining Public Storage position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 2 Public Storage shares in Q4 2023, an estimated $527.
  • USA Financial Formulas first reported a position in Public Storage in Q2 2015 and held it in 8 quarters.
  • USA Financial Formulas's Public Storage position peaked at $1.56M in Q2 2015.
  • 1,057 funds tracked by Wall St. Rank held Public Storage as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.