Ellevest Inc’s Life Storage, Inc. LSI Stock Holding History

Ellevest Inc’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	-22	Closed	-$2.88K	–	1818
2023 Q1	$2.88K	Hold	22	–	–	﹤0.01%	1366
2022 Q4	$2.17K	Sell	22 -90	-80%	-$9.43K	﹤0.01%	1373
2022 Q3	$12K	Buy	112 +90	+409%	+$11K	﹤0.01%	957
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1191
2022 Q1	$3K	Hold	22	–	–	﹤0.01%	1160
2021 Q4	$3K	Sell	22 -21	-49%	-$2.81K	﹤0.01%	1119
2021 Q3	$5K	Hold	43	–	–	﹤0.01%	986
2021 Q2	$5K	Hold	43	–	–	﹤0.01%	913
2021 Q1	$4K	Sell	43 -1	-2%	-$83	﹤0.01%	974
2020 Q4	$3K	Buy	44 +33	+300%	+$2.51K	﹤0.01%	943
2020 Q3	$1K	Buy	+11	New	+$745	﹤0.01%	1090
2020 Q2	–	Sell	-29	Closed	-$2K	–	1399
2020 Q1	$2K	Buy	+29	New	+$2.07K	﹤0.01%	812

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 $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Ellevest Inc's LSI Position: Q2 2023 in Review

Ellevest Inc sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 22 shares — an estimated $2.88K sold.

Ellevest Inc first reported a position in LSI in Q1 2020 and held it in 12 quarters. The position peaked at $12K in Q3 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Ellevest Inc reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 22 Life Storage, Inc. shares in Q2 2023, an estimated $2.88K.
Ellevest Inc first reported a position in Life Storage, Inc. in Q1 2020 and held it in 12 quarters.
Ellevest Inc's Life Storage, Inc. position peaked at $12K in Q3 2022.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.