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Vident Investment Advisory’s Public Storage PSA Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-24,787
Closed -$7.23M – 784
2023
Q2 		$7.23M Buy
24,787
+311
+1% +$90.6K 0.25% 133
2023
Q1 		$7.4M Buy
24,476
+18,333
+298% +$5.39M 0.24% 125
2022
Q4 		$1.72M Sell
6,143
-2,428
-28% -$708K 0.06% 340
2022
Q3 		$2.27M Buy
8,571
+1,222
+17% +$397K 0.07% 294
2022
Q2 		$2.3M Buy
7,349
+490
+7% +$170K 0.07% 337
2022
Q1 		$2.67M Sell
6,859
-668
-9% -$242K 0.07% 325
2021
Q4 		$2.82M Sell
7,527
-161
-2% -$53.8K 0.07% 324
2021
Q3 		$2.28M Sell
7,688
-775
-9% -$243K 0.07% 338
2021
Q2 		$2.54M Buy
8,463
+535
+7% +$150K 0.08% 309
2021
Q1 		$1.96M Buy
7,928
+196
+3% +$45.6K 0.07% 387
2020
Q4 		$1.79M Sell
7,732
-757
-9% -$174K 0.07% 329
2020
Q3 		$1.89M Sell
8,489
-873
-9% -$178K 0.09% 237
2020
Q2 		$1.8M Sell
9,362
-1,625
-15% -$314K 0.09% 225
2020
Q1 		$2.18M Sell
10,987
-76
-0.7% -$16.3K 0.14% 149
2019
Q4 		$2.36M Buy
11,063
+5,114
+86% +$1.13M 0.15% 207
2019
Q3 		$1.46M Buy
5,949
+324
+6% +$81.4K 0.13% 116
2019
Q2 		$1.34M Sell
5,625
-3,366
-37% -$772K 0.11% 133
2019
Q1 		$1.96M Buy
8,991
+1,584
+21% +$331K 0.11% 289
2018
Q4 		$1.5M Buy
7,407
+1,176
+19% +$240K 0.08% 321
2018
Q3 		$1.26M Buy
6,231
+970
+18% +$209K 0.05% 418
2018
Q2 		$1.19M Buy
5,261
+1,969
+60% +$410K 0.05% 395
2018
Q1 		$650K Buy
3,292
+1,110
+51% +$216K 0.03% 502
2017
Q4 		$456K Buy
2,182
+337
+18% +$71.2K 0.02% 601
2017
Q3 		$394K Buy
+1,845
New +$381K 0.02% 574
2015
Q4 		– Sell
-22
Closed -$5K – 733
2015
Q3 		$5K Sell
22
-5
-19% -$1.02K ﹤0.01% 864
2015
Q2 		$5K Buy
+27
New +$5.18K ﹤0.01% 1015

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vident Investment Advisory's PSA Position: Q3 2023 in Review

Vident Investment Advisory sold out of Public Storage (PSA) in Q3 2023, closing a stake of 24,787 shares — an estimated $7.23M sold.

Vident Investment Advisory first reported a position in PSA in Q2 2015 and held it in 26 quarters. The position peaked at $7.4M in Q1 2023. 979 funds tracked by Wall St. Rank hold PSA as of Q3 2023.

  • Vident Investment Advisory reported no remaining Public Storage position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 24,787 Public Storage shares in Q3 2023, an estimated $7.23M.
  • Vident Investment Advisory first reported a position in Public Storage in Q2 2015 and held it in 26 quarters.
  • Vident Investment Advisory's Public Storage position peaked at $7.4M in Q1 2023.
  • 979 funds tracked by Wall St. Rank held Public Storage as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.