CPWM LLC’s Life Storage, Inc. LSI Stock Holding History

CPWM LLC’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
2021 Q1	–	Sell	-5,885	Closed	-$468K	–	344
2020 Q4	$468K	Buy	5,885 +42	+0.7%	+$3.2K	0.04%	207
2020 Q3	$410K	Buy	+5,843	New	+$396K	0.04%	200

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

CPWM LLC's LSI Position: Q1 2021 in Review

CPWM LLC sold out of Life Storage, Inc. (LSI) in Q1 2021, closing a stake of 5,885 shares — an estimated $468K sold.

CPWM LLC first reported a position in LSI in Q3 2020 and held it in 2 quarters. The position peaked at $468K in Q4 2020. 363 funds tracked by Wall St. Rank hold LSI as of Q1 2021.

CPWM LLC reported no remaining Life Storage, Inc. position as of Q1 2021 after selling out during the quarter.
CPWM LLC sold 5,885 Life Storage, Inc. shares in Q1 2021, an estimated $468K.
CPWM LLC first reported a position in Life Storage, Inc. in Q3 2020 and held it in 2 quarters.
CPWM LLC's Life Storage, Inc. position peaked at $468K in Q4 2020.
363 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2021.

Based on CPWM LLC's 13F filing for Q1 2021, filed 14 May 2021.