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

Capital Financial Services’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
2022 Q2	–	Sell	-1,500	Closed	-$211K	–	80
2022 Q1	$211K	Hold	1,500	–	–	0.25%	69
2021 Q4	$230K	Sell	1,500 -450	-23%	-$60.1K	0.25%	68
2021 Q3	$224K	Hold	1,950	–	–	0.27%	68
2021 Q2	$209K	Buy	+1,950	New	+$192K	0.27%	60

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Capital Financial Services's LSI Position: Q2 2022 in Review

Capital Financial Services sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 1,500 shares — an estimated $211K sold.

Capital Financial Services first reported a position in LSI in Q2 2021 and held it in 4 quarters. The position peaked at $230K in Q4 2021. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

Capital Financial Services reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
Capital Financial Services sold 1,500 Life Storage, Inc. shares in Q2 2022, an estimated $211K.
Capital Financial Services first reported a position in Life Storage, Inc. in Q2 2021 and held it in 4 quarters.
Capital Financial Services's Life Storage, Inc. position peaked at $230K in Q4 2021.
396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Capital Financial Services's 13F filing for Q2 2022, filed 27 Jul 2022.