Valley Brook Capital Group’s Public Storage PSA Stock Holding History

Valley Brook Capital Group’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
2024 Q2	–	Sell	-4,875	Closed	-$244K	–	119
2024 Q1	$244K	Sell	4,875 -1,000	-17%	-$287K	0.19%	102
2023 Q4	$270K	Buy	+5,875	New	+$1.56M	0.24%	90
2021 Q2	–	Sell	-425	Closed	-$104K	–	346
2021 Q1	$104K	Hold	425	–	–	0.09%	157
2020 Q4	$98K	Buy	+425	New	+$97.4K	0.1%	147

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Norges Bank Oslo, Norway $935B AUM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Valley Brook Capital Group's PSA Position: Q2 2024 in Review

Valley Brook Capital Group sold out of Public Storage (PSA) in Q2 2024, closing a stake of 4,875 shares — an estimated $244K sold.

Valley Brook Capital Group first reported a position in PSA in Q4 2020 and held it in 4 quarters. The position peaked at $270K in Q4 2023. 1,064 funds tracked by Wall St. Rank hold PSA as of Q2 2024.

Valley Brook Capital Group reported no remaining Public Storage position as of Q2 2024 after selling out during the quarter.
Valley Brook Capital Group sold 4,875 Public Storage shares in Q2 2024, an estimated $244K.
Valley Brook Capital Group first reported a position in Public Storage in Q4 2020 and held it in 4 quarters.
Valley Brook Capital Group's Public Storage position peaked at $270K in Q4 2023.
1,064 funds tracked by Wall St. Rank held Public Storage as of Q2 2024.

Based on Valley Brook Capital Group's 13F filing for Q2 2024, filed 26 Jul 2024.