CGH
LSI

Crossmark Global Holdings’s Life Storage, Inc. LSI Stock Holding History

Crossmark Global Holdings’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
Q2 		– Sell
-7,789
Closed -$1.02M – 1346
2023
Q1 		$1.02M Buy
7,789
+312
+4% +$36.1K 0.02% 579
2022
Q4 		$737K Sell
7,477
-783
-9% -$82K 0.02% 647
2022
Q3 		$915K Buy
8,260
+257
+3% +$31.5K 0.03% 567
2022
Q2 		$893K Sell
8,003
-90
-1% -$11.1K 0.02% 607
2022
Q1 		$1.14M Buy
8,093
+280
+4% +$37.7K 0.03% 579
2021
Q4 		$1.2M Buy
7,813
+1,520
+24% +$203K 0.03% 573
2021
Q3 		$722K Sell
6,293
-230
-4% -$27.4K 0.02% 745
2021
Q2 		$700K Buy
6,523
+115
+2% +$11.3K 0.02% 749
2021
Q1 		$551K Buy
6,408
+60
+0.9% +$4.99K 0.01% 853
2020
Q4 		$505K Sell
6,348
-230
-3% -$17.5K 0.01% 842
2020
Q3 		$462K Sell
6,578
-180
-3% -$12.2K 0.01% 803
2020
Q2 		$428K Buy
6,758
+912
+16% +$56.6K 0.01% 821
2020
Q1 		$368K Sell
5,846
-315
-5% -$22.5K 0.01% 762
2019
Q4 		$445K Sell
6,161
-1,207
-16% -$86.3K 0.01% 860
2019
Q3 		$518K Sell
7,368
-210
-3% -$14.3K 0.02% 771
2019
Q2 		$480K Sell
7,578
-1,199
-14% -$77K 0.01% 834
2019
Q1 		$569K Buy
8,777
+495
+6% +$31.7K 0.02% 755
2018
Q4 		$513K Buy
8,282
+1,050
+15% +$66.5K 0.02% 756
2018
Q3 		$459K Sell
7,232
-1,005
-12% -$65.1K 0.01% 1006
2018
Q2 		$534K Buy
8,237
+450
+6% +$27.2K 0.01% 902
2018
Q1 		$434K Sell
7,787
-763
-9% -$41.7K 0.01% 1013
2017
Q4 		$508K Sell
8,550
-410
-5% -$23.6K 0.01% 988
2017
Q3 		$489K Buy
+8,960
New +$450K 0.01% 973
2016
Q3 		$489K Buy
+8,960
New +$573K 0.01% 973

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Crossmark Global Holdings's LSI Position: Q2 2023 in Review

Crossmark Global Holdings sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 7,789 shares — an estimated $1.02M sold.

Crossmark Global Holdings first reported a position in LSI in Q3 2016 and held it in 24 quarters. The position peaked at $1.2M in Q4 2021. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Crossmark Global Holdings reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Crossmark Global Holdings sold 7,789 Life Storage, Inc. shares in Q2 2023, an estimated $1.02M.
  • Crossmark Global Holdings first reported a position in Life Storage, Inc. in Q3 2016 and held it in 24 quarters.
  • Crossmark Global Holdings's Life Storage, Inc. position peaked at $1.2M in Q4 2021.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Crossmark Global Holdings's 13F filing for Q2 2023, filed 31 Jul 2023.