Capital Fund Management (CFM)
LSI

Capital Fund Management (CFM)’s Life Storage, Inc. LSI Stock Holding History

Capital Fund Management (CFM)’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
Q2 		– Sell
-67,434
Closed -$8.84M – 1940
2023
Q1 		$8.84M Sell
67,434
-28,733
-30% -$3.32M 0.04% 532
2022
Q4 		$9.47M Sell
96,167
-16,951
-15% -$1.78M 0.06% 428
2022
Q3 		$12.5M Buy
113,118
+23,234
+26% +$2.85M 0.1% 270
2022
Q2 		$10M Buy
89,884
+65,341
+266% +$8.07M 0.09% 313
2022
Q1 		$3.45M Buy
24,543
+6,381
+35% +$859K 0.03% 716
2021
Q4 		$2.78M Buy
+18,162
New +$2.43M 0.02% 885
2020
Q4 		– Sell
-52,872
Closed -$3.71M – 1621
2020
Q3 		$3.71M Buy
52,872
+22,900
+76% +$1.55M 0.05% 439
2020
Q2 		$1.9M Buy
29,972
+20,111
+204% +$1.25M 0.03% 518
2020
Q1 		$622K Buy
+9,861
New +$705K 0.01% 959
2019
Q4 		– Sell
-11,039
Closed -$789K – 2088
2019
Q3 		$776K Buy
+11,039
New +$750K 0.01% 1090
2018
Q4 		– Sell
-45,329
Closed -$2.87M – 2306
2018
Q3 		$2.88M Buy
45,329
+38,946
+610% +$2.52M 0.02% 969
2018
Q2 		$414K Sell
6,383
-30,757
-83% -$1.86M ﹤0.01% 1675
2018
Q1 		$2.07M Buy
+37,140
New +$2.03M 0.01% 1002
2016
Q4 		– Sell
-36,930
Closed -$2.05M – 1916
2016
Q3 		$2.19M Buy
36,930
+33,975
+1,150% +$2.17M 0.02% 735
2016
Q2 		$207K Buy
+2,955
New +$215K ﹤0.01% 1436
2014
Q2 		– Sell
-11,918
Closed -$584K – 1999
2014
Q1 		$584K Buy
+11,918
New +$556K 0.01% 1175

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 $3.38T AUM 44.17% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Fund Management (CFM)'s LSI Position: Q2 2023 in Review

Capital Fund Management (CFM) sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 67,434 shares — an estimated $8.84M sold.

Capital Fund Management (CFM) first reported a position in LSI in Q1 2014 and held it in 16 quarters. The position peaked at $12.5M in Q3 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Capital Fund Management (CFM) reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 67,434 Life Storage, Inc. shares in Q2 2023, an estimated $8.84M.
  • Capital Fund Management (CFM) first reported a position in Life Storage, Inc. in Q1 2014 and held it in 16 quarters.
  • Capital Fund Management (CFM)'s Life Storage, Inc. position peaked at $12.5M in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2023, filed 14 Aug 2023.