DIA
LSI

Dean Investment Associates’s Life Storage, Inc. LSI Stock Holding History

Dean Investment Associates’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
2014
Q4 		– Sell
-26,685
Closed -$1.32M – 245
2014
Q3 		$1.32M Sell
26,685
-1,868
-7% -$95.9K 0.32% 95
2014
Q2 		$1.47M Hold
28,553
– – 0.34% 96
2014
Q1 		$1.4M Buy
+28,553
New +$1.33M 0.34% 99

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dean Investment Associates's LSI Position: Q4 2014 in Review

Dean Investment Associates sold out of Life Storage, Inc. (LSI) in Q4 2014, closing a stake of 26,685 shares — an estimated $1.32M sold.

Dean Investment Associates first reported a position in LSI in Q1 2014 and held it in 3 quarters. The position peaked at $1.47M in Q2 2014. 225 funds tracked by Wall St. Rank hold LSI as of Q4 2014.

  • Dean Investment Associates reported no remaining Life Storage, Inc. position as of Q4 2014 after selling out during the quarter.
  • Dean Investment Associates sold 26,685 Life Storage, Inc. shares in Q4 2014, an estimated $1.32M.
  • Dean Investment Associates first reported a position in Life Storage, Inc. in Q1 2014 and held it in 3 quarters.
  • Dean Investment Associates's Life Storage, Inc. position peaked at $1.47M in Q2 2014.
  • 225 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2014.

Based on Dean Investment Associates's 13F filing for Q4 2014, filed 9 Feb 2015.