Alpha Windward’s Life Storage, Inc. LSI Stock Holding History

Alpha Windward’s Portfolio LSI Stock Details LSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-258	Closed	-$16K	–	521
2020 Q1	$16K	Hold	258	–	–	0.01%	330
2019 Q4	$19K	Buy	+258	New	+$18.4K	0.01%	344
2016 Q2	–	Sell	-449	Closed	-$35K	–	476
2016 Q1	$35K	Hold	449	–	–	0.03%	327
2015 Q4	$32K	Sell	449 -42	-9%	-$2.81K	0.02%	332
2015 Q3	$31K	Hold	491	–	–	0.02%	339
2015 Q2	$28K	Buy	+491	New	+$29.4K	0.02%	354

Other funds holding LSI

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Alpha Windward's LSI Position: Q2 2020 in Review

Alpha Windward sold out of Life Storage, Inc. (LSI) in Q2 2020, closing a stake of 258 shares — an estimated $16K sold.

Alpha Windward first reported a position in LSI in Q2 2015 and held it in 6 quarters. The position peaked at $35K in Q1 2016. 317 funds tracked by Wall St. Rank hold LSI as of Q2 2020.

Alpha Windward reported no remaining Life Storage, Inc. position as of Q2 2020 after selling out during the quarter.
Alpha Windward sold 258 Life Storage, Inc. shares in Q2 2020, an estimated $16K.
Alpha Windward first reported a position in Life Storage, Inc. in Q2 2015 and held it in 6 quarters.
Alpha Windward's Life Storage, Inc. position peaked at $35K in Q1 2016.
317 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2020.

Based on Alpha Windward's 13F filing for Q2 2020, filed 13 Jul 2020.