CRIM
LSI

Castle Ridge Investment Management’s Life Storage, Inc. LSI Stock Holding History

Castle Ridge Investment Management’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
2016
Q3 		– Sell
-39,000
Closed -$2.73M – 47
2016
Q2 		$2.73M Buy
39,000
+13,506
+53% +$981K 1.59% 25
2016
Q1 		$2M Sell
25,494
-57,111
-69% -$4.16M 1.26% 33
2015
Q4 		$5.91M Buy
+82,605
New +$5.53M 2.82% 16

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Castle Ridge Investment Management's LSI Position: Q3 2016 in Review

Castle Ridge Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2016, closing a stake of 39,000 shares — an estimated $2.73M sold.

Castle Ridge Investment Management first reported a position in LSI in Q4 2015 and held it in 3 quarters. The position peaked at $5.91M in Q4 2015. 299 funds tracked by Wall St. Rank hold LSI as of Q3 2016.

  • Castle Ridge Investment Management reported no remaining Life Storage, Inc. position as of Q3 2016 after selling out during the quarter.
  • Castle Ridge Investment Management sold 39,000 Life Storage, Inc. shares in Q3 2016, an estimated $2.73M.
  • Castle Ridge Investment Management first reported a position in Life Storage, Inc. in Q4 2015 and held it in 3 quarters.
  • Castle Ridge Investment Management's Life Storage, Inc. position peaked at $5.91M in Q4 2015.
  • 299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2016.

Based on Castle Ridge Investment Management's 13F filing for Q3 2016, filed 14 Nov 2016.