FWCM
LSI

Ferguson Wellman Capital Management’s Life Storage, Inc. LSI Stock Holding History

Ferguson Wellman 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
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

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 $3.38T AUM 44.17% 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

Ferguson Wellman Capital Management's LSI Position: Q2 2022 in Review

Ferguson Wellman Capital Management sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 1,454 shares — an estimated $204K sold.

Ferguson Wellman Capital Management first reported a position in LSI in Q3 2013 and held it in 22 quarters. The position peaked at $2.83M in Q4 2015. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

  • Ferguson Wellman Capital Management reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 1,454 Life Storage, Inc. shares in Q2 2022, an estimated $204K.
  • Ferguson Wellman Capital Management first reported a position in Life Storage, Inc. in Q3 2013 and held it in 22 quarters.
  • Ferguson Wellman Capital Management's Life Storage, Inc. position peaked at $2.83M in Q4 2015.
  • 396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2022, filed 14 Jul 2022.