Berman Capital Advisors’s Life Storage, Inc. LSI Stock Holding History

Berman Capital Advisors’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 Q3	$4K	Buy	37 +18	+95%	+$2.14K	﹤0.01%	1532
2021 Q2	$2K	Hold	19	–	–	﹤0.01%	1658
2021 Q1	$1K	Sell	19 -1	-5%	-$83	﹤0.01%	1728
2020 Q4	$1K	Buy	20 +6	+43%	+$457	﹤0.01%	1622
2020 Q3	$0	Hold	14	–	–	﹤0.01%	1827
2020 Q2	$0	Hold	14	–	–	﹤0.01%	1879
2020 Q1	$0	Hold	14	–	–	﹤0.01%	1730
2019 Q4	$0	Hold	14	–	–	﹤0.01%	1581
2019 Q3	$0	Hold	14	–	–	﹤0.01%	1622
2019 Q2	$0	Buy	+14	New	+$899	﹤0.01%	1615

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 $315B AUM 27.84% 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

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

Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's LSI Position: Q3 2021 in Review

Berman Capital Advisors increased its Life Storage, Inc. (LSI) stake by 95% in Q3 2021, buying an estimated $2.14K and bringing the position to 37 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Berman Capital Advisors first reported a position in LSI in Q2 2019 and has held it in 10 quarters since. 382 funds tracked by Wall St. Rank hold LSI as of Q3 2021.

Berman Capital Advisors held 37 shares of Life Storage, Inc. worth $4K as of Q3 2021.
Berman Capital Advisors bought 18 Life Storage, Inc. shares in Q3 2021, an estimated $2.14K.
Life Storage, Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1532 holding.
Berman Capital Advisors first reported a position in Life Storage, Inc. in Q2 2019 and has held it in 10 quarters since.
382 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.