AG
LSI

Aperio Group’s Life Storage, Inc. LSI Stock Holding History

Aperio Group’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
Q4 		$3.63M Buy
45,680
+5,712
+14% +$435K 0.01% 964
2020
Q3 		$2.81M Sell
39,968
-795
-2% -$53.9K 0.01% 962
2020
Q2 		$2.58M Sell
40,763
-21,750
-35% -$1.35M 0.01% 996
2020
Q1 		$3.94M Sell
62,513
-3,006
-5% -$215K 0.02% 751
2019
Q4 		$4.73M Buy
65,519
+11,355
+21% +$811K 0.02% 753
2019
Q3 		$3.81M Buy
54,164
+12,516
+30% +$851K 0.02% 806
2019
Q2 		$2.64M Sell
41,648
-915
-2% -$58.7K 0.01% 938
2019
Q1 		$2.76M Buy
42,563
+3,437
+9% +$220K 0.01% 914
2018
Q4 		$2.43M Sell
39,126
-1,074
-3% -$68.1K 0.01% 901
2018
Q3 		$2.55M Buy
40,200
+786
+2% +$50.9K 0.01% 936
2018
Q2 		$2.56M Sell
39,414
-387
-1% -$23.4K 0.01% 911
2018
Q1 		$2.22M Sell
39,801
-1,616
-4% -$88.3K 0.01% 949
2017
Q4 		$2.46M Buy
41,417
+6,879
+20% +$395K 0.01% 918
2017
Q3 		$1.88M Buy
34,538
+6,347
+23% +$318K 0.01% 962
2017
Q2 		$1.39M Sell
28,191
-10,394
-27% -$540K 0.01% 1072
2017
Q1 		$2.11M Buy
38,585
+18,822
+95% +$1.05M 0.01% 847
2016
Q4 		$1.12M Buy
19,763
+10,640
+117% +$590K 0.01% 1072
2016
Q3 		$541K Sell
9,123
-483
-5% -$30.9K ﹤0.01% 1409
2016
Q2 		$672K Sell
9,606
-416
-4% -$30.2K 0.01% 1246
2016
Q1 		$788K Buy
10,022
+1,935
+24% +$141K 0.01% 1152
2015
Q4 		$579K Buy
8,087
+504
+7% +$33.7K 0.01% 1257
2015
Q3 		$477K Buy
7,583
+248
+3% +$15.3K ﹤0.01% 1323
2015
Q2 		$425K Buy
7,335
+169
+2% +$10.1K ﹤0.01% 1425
2015
Q1 		$449K Buy
7,166
+420
+6% +$26.1K 0.01% 1333
2014
Q4 		$392K Buy
6,746
+2,196
+48% +$122K ﹤0.01% 1358
2014
Q3 		$226K Buy
4,550
+546
+14% +$28K ﹤0.01% 1539
2014
Q2 		$206K Sell
4,004
-241
-6% -$12.2K ﹤0.01% 1602
2014
Q1 		$208K Buy
+4,245
New +$198K ﹤0.01% 1845
2013
Q4 		– Sell
-4,272
Closed -$216K – 1994
2013
Q3 		$216K Buy
+4,272
New +$200K ﹤0.01% 1606

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group's LSI Position: Q4 2020 in Review

Aperio Group increased its Life Storage, Inc. (LSI) stake by 14% in Q4 2020, buying an estimated $435K and bringing the position to 45,680 shares worth $3.63M. The position accounts for 0.01% of the portfolio, ranked #964.

Aperio Group first reported a position in LSI in Q3 2013 and has held it in 29 quarters since. The position peaked at $4.73M in Q4 2019. 338 funds tracked by Wall St. Rank hold LSI as of Q4 2020.

  • Aperio Group held 45,680 shares of Life Storage, Inc. worth $3.63M as of Q4 2020.
  • Aperio Group bought 5,712 Life Storage, Inc. shares in Q4 2020, an estimated $435K.
  • Life Storage, Inc. made up 0.01% of Aperio Group's portfolio in Q4 2020, its #964 holding.
  • Aperio Group first reported a position in Life Storage, Inc. in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Life Storage, Inc. position peaked at $4.73M in Q4 2019.
  • 338 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.