CYG
LSI

Clean Yield Group’s Life Storage, Inc. LSI Stock Holding History

Clean Yield Group’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
-750
Closed -$49K – 364
2019
Q1 		$49K Sell
750
-450
-38% -$28.8K 0.02% 192
2018
Q4 		$74K Buy
+1,200
New +$76.1K 0.03% 168
2018
Q3 		– Sell
-5,768
Closed -$374K – 140
2018
Q2 		$374K Sell
5,768
-4,905
-46% -$296K 0.15% 101
2018
Q1 		$594K Sell
10,673
-17,175
-62% -$938K 0.25% 82
2017
Q4 		$1.65M Sell
27,848
-22,674
-45% -$1.3M 0.65% 52
2017
Q3 		$2.75M Sell
50,522
-20,704
-29% -$1.04M 1.12% 34
2017
Q2 		$3.46M Buy
71,226
+2,272
+3% +$118K 1.45% 27
2017
Q1 		$3.77M Buy
68,954
+13,988
+25% +$784K 1.59% 20
2016
Q4 		$3.12M Buy
54,966
+10,744
+24% +$595K 1.41% 24
2016
Q3 		$2.62M Buy
+44,222
New +$2.83M 1.14% 32

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clean Yield Group's LSI Position: Q2 2019 in Review

Clean Yield Group sold out of Life Storage, Inc. (LSI) in Q2 2019, closing a stake of 750 shares — an estimated $49K sold.

Clean Yield Group first reported a position in LSI in Q3 2016 and held it in 10 quarters. The position peaked at $3.77M in Q1 2017. 302 funds tracked by Wall St. Rank hold LSI as of Q2 2019.

  • Clean Yield Group reported no remaining Life Storage, Inc. position as of Q2 2019 after selling out during the quarter.
  • Clean Yield Group sold 750 Life Storage, Inc. shares in Q2 2019, an estimated $49K.
  • Clean Yield Group first reported a position in Life Storage, Inc. in Q3 2016 and held it in 10 quarters.
  • Clean Yield Group's Life Storage, Inc. position peaked at $3.77M in Q1 2017.
  • 302 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2019.

Based on Clean Yield Group's 13F filing for Q2 2019, filed 22 Jul 2019.