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

Caldera Capital’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
2019 Q2	–	Sell	-12,210	Closed	-$791K	–	21
2019 Q1	$791K	Buy	+12,210	New	+$782K	0.5%	20

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caldera Capital's LSI Position: Q2 2019 in Review

Caldera Capital sold out of Life Storage, Inc. (LSI) in Q2 2019, closing a stake of 12,210 shares — an estimated $791K sold.

Caldera Capital first reported a position in LSI in Q1 2019 and held it in 1 quarter. The position peaked at $791K in Q1 2019. 302 funds tracked by Wall St. Rank hold LSI as of Q2 2019.

Caldera Capital reported no remaining Life Storage, Inc. position as of Q2 2019 after selling out during the quarter.
Caldera Capital sold 12,210 Life Storage, Inc. shares in Q2 2019, an estimated $791K.
Caldera Capital first reported a position in Life Storage, Inc. in Q1 2019 and held it in 1 quarter.
Caldera Capital's Life Storage, Inc. position peaked at $791K in Q1 2019.
302 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2019.

Based on Caldera Capital's 13F filing for Q2 2019, filed 13 Aug 2019.