Vigilant Capital Management’s Public Storage PSA Stock Holding History

Vigilant Capital Management’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 Q3	–	Sell	-11	Closed	-$3K	–	612
2022 Q2	$3K	Hold	11	–	–	﹤0.01%	560
2022 Q1	$4K	Hold	11	–	–	﹤0.01%	542
2021 Q4	$4K	Hold	11	–	–	﹤0.01%	597
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	742
2021 Q2	$3K	Buy	+11	New	+$3.08K	﹤0.01%	415
2018 Q2	–	Sell	-240	Closed	-$48K	–	510
2018 Q1	$48K	Hold	240	–	–	0.01%	234
2017 Q4	$50K	Hold	240	–	–	0.01%	223
2017 Q3	$51K	Hold	240	–	–	0.01%	179
2017 Q2	$50K	Hold	240	–	–	0.01%	163
2017 Q1	$53K	Hold	240	–	–	0.01%	159
2016 Q4	$54K	Sell	240 -60	-20%	-$12.8K	0.01%	160
2016 Q3	$67K	Sell	300 -23	-7%	-$5.37K	0.01%	152
2016 Q2	$83K	Buy	323 +23	+8%	+$5.9K	0.02%	136
2016 Q1	$83K	Hold	300	–	–	0.02%	120
2015 Q4	$74K	Hold	300	–	–	0.02%	138
2015 Q3	$63K	Hold	300	–	–	0.01%	147
2015 Q2	$55K	Hold	300	–	–	0.01%	174
2015 Q1	$59K	Sell	300 -250	-45%	-$49.5K	0.01%	164
2014 Q4	$102K	Buy	550 +250	+83%	+$45.3K	0.02%	144
2014 Q3	$50K	Hold	300	–	–	0.01%	154
2014 Q2	$51K	Hold	300	–	–	0.01%	147
2014 Q1	$51K	Hold	300	–	–	0.01%	155
2013 Q4	$45K	Hold	300	–	–	0.01%	153
2013 Q3	$48K	Hold	300	–	–	0.01%	131
2013 Q2	$46K	Buy	+300	New	+$47.3K	0.01%	137

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vigilant Capital Management's PSA Position: Q3 2022 in Review

Vigilant Capital Management sold out of Public Storage (PSA) in Q3 2022, closing a stake of 11 shares — an estimated $3K sold.

Vigilant Capital Management first reported a position in PSA in Q2 2013 and held it in 25 quarters. The position peaked at $102K in Q4 2014. 933 funds tracked by Wall St. Rank hold PSA as of Q3 2022.

Vigilant Capital Management reported no remaining Public Storage position as of Q3 2022 after selling out during the quarter.
Vigilant Capital Management sold 11 Public Storage shares in Q3 2022, an estimated $3K.
Vigilant Capital Management first reported a position in Public Storage in Q2 2013 and held it in 25 quarters.
Vigilant Capital Management's Public Storage position peaked at $102K in Q4 2014.
933 funds tracked by Wall St. Rank held Public Storage as of Q3 2022.

Based on Vigilant Capital Management's 13F filing for Q3 2022, filed 25 Oct 2022.