EWM
LSI

Evermay Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Evermay Wealth 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
Q2 		– Sell
-58
Closed -$8K – 575
2022
Q1 		$8K Hold
58
– – ﹤0.01% 439
2021
Q4 		$9K Buy
+58
New +$7.75K ﹤0.01% 415

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State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Evermay Wealth Management's LSI Position: Q2 2022 in Review

Evermay Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 58 shares — an estimated $8K sold.

Evermay Wealth Management first reported a position in LSI in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

  • Evermay Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 58 Life Storage, Inc. shares in Q2 2022, an estimated $8K.
  • Evermay Wealth Management first reported a position in Life Storage, Inc. in Q4 2021 and held it in 2 quarters.
  • Evermay Wealth Management's Life Storage, Inc. position peaked at $9K in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Evermay Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.