CIP
LSI

Convergence Investment Partners’s Life Storage, Inc. LSI Stock Holding History

Convergence Investment Partners’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
2020
Q1 		– Sell
-11,522
Closed -$832K – 276
2019
Q4 		$832K Buy
+11,522
New +$823K 0.24% 161
2016
Q3 		– Sell
-3,365
Closed -$235K – 399
2016
Q2 		$235K Sell
3,365
-12,925
-79% -$939K 0.03% 299
2016
Q1 		$1.28M Sell
16,290
-53,544
-77% -$3.9M 0.15% 224
2015
Q4 		$5M Buy
69,834
+23,604
+51% +$1.58M 0.56% 45
2015
Q3 		$2.91M Buy
+46,230
New +$2.86M 0.33% 110

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Convergence Investment Partners's LSI Position: Q1 2020 in Review

Convergence Investment Partners sold out of Life Storage, Inc. (LSI) in Q1 2020, closing a stake of 11,522 shares — an estimated $832K sold.

Convergence Investment Partners first reported a position in LSI in Q3 2015 and held it in 5 quarters. The position peaked at $5M in Q4 2015. 319 funds tracked by Wall St. Rank hold LSI as of Q1 2020.

  • Convergence Investment Partners reported no remaining Life Storage, Inc. position as of Q1 2020 after selling out during the quarter.
  • Convergence Investment Partners sold 11,522 Life Storage, Inc. shares in Q1 2020, an estimated $832K.
  • Convergence Investment Partners first reported a position in Life Storage, Inc. in Q3 2015 and held it in 5 quarters.
  • Convergence Investment Partners's Life Storage, Inc. position peaked at $5M in Q4 2015.
  • 319 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2020.

Based on Convergence Investment Partners's 13F filing for Q1 2020, filed 23 Apr 2020.