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

Contravisory 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
2023 Q1	–	Sell	-1,823	Closed	-$180K	–	365
2022 Q4	$180K	Buy	1,823 +231	+15%	+$24.2K	0.05%	197
2022 Q3	$176K	Hold	1,592	–	–	0.06%	189
2022 Q2	$178K	Buy	+1,592	New	+$197K	0.06%	192
2020 Q2	–	Sell	-60,764	Closed	-$3.83M	–	343
2020 Q1	$3.83M	Buy	60,764 +1,281	+2%	+$91.5K	1.7%	30
2019 Q4	$4.29M	Sell	59,483 -343	-0.6%	-$24.5K	1.57%	36
2019 Q3	$4.2M	Sell	59,826 -507	-0.8%	-$34.5K	1.6%	34
2019 Q2	$3.82M	Sell	60,333 -3,164	-5%	-$203K	1.48%	39
2019 Q1	$4.12M	Sell	63,497 -2,317	-4%	-$148K	1.6%	29
2018 Q4	$4.08M	Buy	+65,814	New	+$4.17M	1.76%	27

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Contravisory Investment Management's LSI Position: Q1 2023 in Review

Contravisory Investment Management sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 1,823 shares — an estimated $180K sold.

Contravisory Investment Management first reported a position in LSI in Q4 2018 and held it in 9 quarters. The position peaked at $4.29M in Q4 2019. 450 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Contravisory Investment Management reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
Contravisory Investment Management sold 1,823 Life Storage, Inc. shares in Q1 2023, an estimated $180K.
Contravisory Investment Management first reported a position in Life Storage, Inc. in Q4 2018 and held it in 9 quarters.
Contravisory Investment Management's Life Storage, Inc. position peaked at $4.29M in Q4 2019.
450 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Contravisory Investment Management's 13F filing for Q1 2023, filed 12 Apr 2023.