DT
LSI

Diversified Trust’s Life Storage, Inc. LSI Stock Holding History

Diversified Trust’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
2022
Q4 		– Sell
-2,768
Closed -$307K – 869
2022
Q3 		$307K Buy
+2,768
New +$340K 0.01% 536
2022
Q1 		– Sell
-1,353
Closed -$207K – 912
2021
Q4 		$207K Buy
+1,353
New +$181K 0.01% 768
2020
Q2 		– Sell
-3,225
Closed -$203K – 598
2020
Q1 		$203K Buy
+3,225
New +$230K 0.01% 372

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Diversified Trust's LSI Position: Q4 2022 in Review

Diversified Trust sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 2,768 shares — an estimated $307K sold.

Diversified Trust first reported a position in LSI in Q1 2020 and held it in 3 quarters. The position peaked at $307K in Q3 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Diversified Trust reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Diversified Trust sold 2,768 Life Storage, Inc. shares in Q4 2022, an estimated $307K.
  • Diversified Trust first reported a position in Life Storage, Inc. in Q1 2020 and held it in 3 quarters.
  • Diversified Trust's Life Storage, Inc. position peaked at $307K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Diversified Trust's 13F filing for Q4 2022, filed 17 Jan 2023.