Echo Street Capital Management’s Life Storage, Inc. LSI Stock Holding History

Echo Street Capital Management’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 Q3	–	Sell	-1,801	Closed	-$201K	–	715
2022 Q2	$201K	Buy	+1,801	New	+$222K	﹤0.01%	500
2021 Q3	–	Sell	-4,723	Closed	-$507K	–	791
2021 Q2	$507K	Buy	+4,723	New	+$465K	﹤0.01%	360
2021 Q1	–	Sell	-283,187	Closed	-$22.5M	–	622
2020 Q4	$22.5M	Buy	+283,187	New	+$21.6M	0.23%	90
2020 Q3	–	Sell	-619,116	Closed	-$39.2M	–	393
2020 Q2	$39.2M	Buy	619,116 +450,247	+267%	+$27.9M	0.46%	89
2020 Q1	$10.6M	Sell	168,869 -227,203	-57%	-$16.2M	0.23%	117
2019 Q4	$28.6M	Buy	396,072 +76,251	+24%	+$5.45M	0.44%	90
2019 Q3	$22.5M	Sell	319,821 -323,109	-50%	-$22M	0.38%	100
2019 Q2	$40.8M	Buy	642,930 +234,621	+57%	+$15.1M	0.72%	42
2019 Q1	$26.5M	Buy	+408,309	New	+$26.2M	0.52%	76
2018 Q1	–	Sell	-141,225	Closed	-$8.39M	–	167
2017 Q4	$8.39M	Sell	141,225 -258,896	-65%	-$14.9M	0.25%	113
2017 Q3	$21.8M	Sell	400,121 -221,226	-36%	-$11.1M	0.74%	45
2017 Q2	$30.7M	Buy	621,347 +199,551	+47%	+$10.4M	1.14%	27
2017 Q1	$23.1M	Buy	421,796 +106,077	+34%	+$5.94M	0.78%	46
2016 Q4	$17.9M	Sell	315,719 -124,474	-28%	-$6.9M	0.72%	50
2016 Q3	$26.1M	Buy	440,193 +85,365	+24%	+$5.46M	1.1%	24
2016 Q2	$24.8M	Buy	354,828 +208,633	+143%	+$15.1M	1.04%	32
2016 Q1	$11.5M	Buy	146,195 +41,345	+39%	+$3.01M	0.6%	61
2015 Q4	$7.5M	Sell	104,850 -123,909	-54%	-$8.29M	0.32%	97
2015 Q3	$14.4M	Buy	+228,759	New	+$14.1M	0.53%	71

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

CIM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Echo Street Capital Management's LSI Position: Q3 2022 in Review

Echo Street Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2022, closing a stake of 1,801 shares — an estimated $201K sold.

Echo Street Capital Management first reported a position in LSI in Q3 2015 and held it in 19 quarters. The position peaked at $40.8M in Q2 2019. 416 funds tracked by Wall St. Rank hold LSI as of Q3 2022.

Echo Street Capital Management reported no remaining Life Storage, Inc. position as of Q3 2022 after selling out during the quarter.
Echo Street Capital Management sold 1,801 Life Storage, Inc. shares in Q3 2022, an estimated $201K.
Echo Street Capital Management first reported a position in Life Storage, Inc. in Q3 2015 and held it in 19 quarters.
Echo Street Capital Management's Life Storage, Inc. position peaked at $40.8M in Q2 2019.
416 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2022.

Based on Echo Street Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.