Amica Retiree Medical Trust’s Life Storage, Inc. LSI Stock Holding History

Amica Retiree Medical Trust’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
2021 Q2	–	Sell	-2,032	Closed	-$175K	–	150
2021 Q1	$175K	Sell	2,032 -1,106	-35%	-$91.9K	0.12%	145
2020 Q4	$250K	Hold	3,138	–	–	0.18%	117
2020 Q3	$220K	Hold	3,138	–	–	0.17%	124
2020 Q2	$199K	Hold	3,138	–	–	0.16%	156
2020 Q1	$198K	Buy	+3,138	New	+$224K	0.18%	166
2019 Q4	–	Sell	-3,662	Closed	-$257K	–	343
2019 Q3	$257K	Hold	3,662	–	–	0.21%	148
2019 Q2	$232K	Hold	3,662	–	–	0.19%	156
2019 Q1	$237K	Buy	+3,662	New	+$235K	0.21%	146
2016 Q4	–	Sell	-930	Closed	-$55K	–	449
2016 Q3	$55K	Buy	+930	New	+$59.5K	0.05%	336
2015 Q2	–	Sell	-563	Closed	-$35K	–	404
2015 Q1	$35K	Buy	+563	New	+$35K	0.03%	340
2014 Q4	–	Sell	-651	Closed	-$32K	–	383
2014 Q3	$32K	Buy	651 +163	+33%	+$8.37K	0.03%	344
2014 Q2	$25K	Hold	488	–	–	0.02%	351
2014 Q1	$24K	Hold	488	–	–	0.02%	343
2013 Q4	$21K	Buy	+488	New	+$23K	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

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

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

CIM

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amica Retiree Medical Trust's LSI Position: Q2 2021 in Review

Amica Retiree Medical Trust sold out of Life Storage, Inc. (LSI) in Q2 2021, closing a stake of 2,032 shares — an estimated $175K sold.

Amica Retiree Medical Trust first reported a position in LSI in Q4 2013 and held it in 14 quarters. The position peaked at $257K in Q3 2019. 370 funds tracked by Wall St. Rank hold LSI as of Q2 2021.

Amica Retiree Medical Trust reported no remaining Life Storage, Inc. position as of Q2 2021 after selling out during the quarter.
Amica Retiree Medical Trust sold 2,032 Life Storage, Inc. shares in Q2 2021, an estimated $175K.
Amica Retiree Medical Trust first reported a position in Life Storage, Inc. in Q4 2013 and held it in 14 quarters.
Amica Retiree Medical Trust's Life Storage, Inc. position peaked at $257K in Q3 2019.
370 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2021.

Based on Amica Retiree Medical Trust's 13F filing for Q2 2021, filed 4 Aug 2021.