CMBA
LSI

C.M. Bidwell & Associates’s Life Storage, Inc. LSI Stock Holding History

C.M. Bidwell & Associates’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
2023
Q1 		– Sell
-494
Closed -$48.7K – 575
2022
Q4 		$48.7K Sell
494
-1,385
-74% -$145K 0.04% 292
2022
Q3 		$208K Sell
1,879
-203
-10% -$24.9K 0.17% 106
2022
Q2 		$232K Sell
2,082
-300
-13% -$37K 0.18% 96
2022
Q1 		$335K Sell
2,382
-110
-4% -$14.8K 0.22% 73
2021
Q4 		$382K Sell
2,492
-285
-10% -$38.1K 0.23% 71
2021
Q3 		$319K Sell
2,777
-103
-4% -$12.2K 0.21% 80
2021
Q2 		$309K Sell
2,880
-198
-6% -$19.5K 0.2% 87
2021
Q1 		$265K Sell
3,078
-27
-0.9% -$2.25K 0.19% 80
2020
Q4 		$247K Buy
3,105
+2,175
+234% +$166K 0.2% 77
2020
Q3 		$65K Buy
930
+7
+0.8% +$474 0.06% 234
2020
Q2 		$58K Buy
923
+255
+38% +$15.8K 0.05% 247
2020
Q1 		$42K Buy
+668
New +$47.7K 0.04% 207
2019
Q1 		– Sell
-1,283
Closed -$80K – 489
2018
Q4 		$80K Buy
1,283
+270
+27% +$17.1K 0.09% 201
2018
Q3 		$64K Buy
+1,013
New +$65.6K 0.06% 217
2016
Q1 		– Sell
-4,838
Closed -$346K – 331
2015
Q4 		$346K Buy
4,838
+105
+2% +$7.02K 0.08% 108
2015
Q3 		$298K Sell
4,733
-165
-3% -$10.2K 0.07% 122
2015
Q2 		$284K Sell
4,898
-307
-6% -$18.4K 0.06% 136
2015
Q1 		$326K Buy
5,205
+3,892
+296% +$242K 0.07% 119
2014
Q4 		$76K Hold
1,313
– – 0.02% 186
2014
Q3 		$65K Buy
+1,313
New +$67.4K 0.02% 205
2014
Q2 		– Sell
-4,035
Closed -$198K – 298
2014
Q1 		$198K Sell
4,035
-5,093
-56% -$238K 0.05% 141
2013
Q4 		$397K Sell
9,128
-300
-3% -$14.1K 0.1% 104
2013
Q3 		$476K Buy
9,428
+4,148
+79% +$195K 0.13% 95
2013
Q2 		$228K Buy
+5,280
New +$233K 0.07% 114

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

C.M. Bidwell & Associates's LSI Position: Q1 2023 in Review

C.M. Bidwell & Associates sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 494 shares — an estimated $48.7K sold.

C.M. Bidwell & Associates first reported a position in LSI in Q2 2013 and held it in 24 quarters. The position peaked at $476K in Q3 2013. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • C.M. Bidwell & Associates reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 494 Life Storage, Inc. shares in Q1 2023, an estimated $48.7K.
  • C.M. Bidwell & Associates first reported a position in Life Storage, Inc. in Q2 2013 and held it in 24 quarters.
  • C.M. Bidwell & Associates's Life Storage, Inc. position peaked at $476K in Q3 2013.
  • 449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2023, filed 12 May 2023.