Ferguson Wellman Capital Management’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,454
| Closed | -$204K | – | 338 |
|
|
2022
Q1 | $204K | Sell |
1,454
-75
| -5% | -$10.1K | 0.01% | 330 |
|
|
2021
Q4 | $234K | Buy |
+1,529
| New | +$204K | 0.01% | 315 |
|
|
2018
Q3 | – | Sell |
-3,330
| Closed | -$216K | – | 359 |
|
|
2018
Q2 | $216K | Sell |
3,330
-1,215
| -27% | -$73.4K | 0.01% | 321 |
|
|
2018
Q1 | $253K | Sell |
4,545
-849
| -16% | -$46.4K | 0.01% | 305 |
|
|
2017
Q4 | $320K | Sell |
5,394
-1,050
| -16% | -$60.4K | 0.01% | 289 |
|
|
2017
Q3 | $351K | Sell |
6,444
-803
| -11% | -$40.3K | 0.01% | 269 |
|
|
2017
Q2 | $358K | Sell |
7,247
-525
| -7% | -$27.3K | 0.01% | 265 |
|
|
2017
Q1 | $425K | Sell |
7,772
-525
| -6% | -$29.4K | 0.02% | 245 |
|
|
2016
Q4 | $472K | Sell |
8,297
-525
| -6% | -$29.1K | 0.02% | 232 |
|
|
2016
Q3 | $523K | Sell |
8,822
-690
| -7% | -$44.1K | 0.02% | 213 |
|
|
2016
Q2 | $665K | Sell |
9,512
-4,117
| -30% | -$299K | 0.03% | 194 |
|
|
2016
Q1 | $1.07M | Sell |
13,629
-25,890
| -66% | -$1.88M | 0.05% | 172 |
|
|
2015
Q4 | $2.83M | Sell |
39,519
-165
| -0.4% | -$11K | 0.12% | 145 |
|
|
2015
Q3 | $2.5M | Buy |
39,684
+67
| +0.2% | +$4.14K | 0.11% | 151 |
|
|
2015
Q2 | $2.29M | Buy |
39,617
+473
| +1% | +$28.3K | 0.09% | 164 |
|
|
2015
Q1 | $2.45M | Buy |
39,144
+487
| +1% | +$30.2K | 0.1% | 160 |
|
|
2014
Q4 | $2.25M | Buy |
38,657
+1,995
| +5% | +$111K | 0.09% | 166 |
|
|
2014
Q3 | $1.82M | Buy |
36,662
+2,820
| +8% | +$145K | 0.08% | 170 |
|
|
2014
Q2 | $1.74M | Buy |
33,842
+660
| +2% | +$33.4K | 0.07% | 174 |
|
|
2014
Q1 | $1.63M | Buy |
33,182
+428
| +1% | +$20K | 0.07% | 176 |
|
|
2013
Q4 | $1.42M | Sell |
32,754
-1,650
| -5% | -$77.8K | 0.06% | 174 |
|
|
2013
Q3 | $1.74M | Buy |
+34,404
| New | +$1.61M | 0.09% | 160 |
|
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CIM
