Fidelity Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-172,156
| Closed | -$22.9M | – | 5657 |
|
|
2023
Q2 | $22.9M | Buy |
172,156
+546
| +0.3% | +$72.6K | ﹤0.01% | 1590 |
|
|
2023
Q1 | $22.5M | Sell |
171,610
-115,954
| -40% | -$13.4M | ﹤0.01% | 1562 |
|
|
2022
Q4 | $28.3M | Sell |
287,564
-122,675
| -30% | -$12.9M | ﹤0.01% | 1478 |
|
|
2022
Q3 | $45.4M | Sell |
410,239
-26,883
| -6% | -$3.3M | ﹤0.01% | 1278 |
|
|
2022
Q2 | $48.8M | Sell |
437,122
-7,232
| -2% | -$893K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $62.4M | Buy |
444,354
+420,440
| +1,758% | +$56.6M | 0.01% | 1304 |
|
|
2021
Q4 | $3.66M | Sell |
23,914
-1,133
| -5% | -$151K | ﹤0.01% | 2429 |
|
|
2021
Q3 | $2.87M | Sell |
25,047
-2,366
| -9% | -$281K | ﹤0.01% | 2493 |
|
|
2021
Q2 | $2.94M | Sell |
27,413
-201
| -0.7% | -$19.8K | ﹤0.01% | 2467 |
|
|
2021
Q1 | $2.37M | Sell |
27,614
-148,830
| -84% | -$12.4M | ﹤0.01% | 2437 |
|
|
2020
Q4 | $14M | Sell |
176,444
-5,841
| -3% | -$445K | ﹤0.01% | 1851 |
|
|
2020
Q3 | $12.8M | Sell |
182,285
-732
| -0.4% | -$49.6K | ﹤0.01% | 1745 |
|
|
2020
Q2 | $11.6M | Buy |
183,017
+178,740
| +4,179% | +$11.1M | ﹤0.01% | 1762 |
|
|
2020
Q1 | $269K | Buy |
4,277
+3,195
| +295% | +$228K | ﹤0.01% | 2529 |
|
|
2019
Q4 | $78K | Buy |
1,082
+629
| +139% | +$45K | ﹤0.01% | 2811 |
|
|
2019
Q3 | $32K | Hold |
453
| – | – | ﹤0.01% | 2964 |
|
|
2019
Q2 | $29K | Hold |
453
| – | – | ﹤0.01% | 2992 |
|
|
2019
Q1 | $29K | Sell |
453
-32
| -7% | -$2.05K | ﹤0.01% | 2893 |
|
|
2018
Q4 | $30K | Sell |
485
-525,001
| -100% | -$33.3M | ﹤0.01% | 2827 |
|
|
2018
Q3 | $33.3M | Sell |
525,486
-1,349,514
| -72% | -$87.4M | ﹤0.01% | 1470 |
|
|
2018
Q2 | $122M | Sell |
1,875,000
-75,000
| -4% | -$4.53M | 0.01% | 860 |
|
|
2018
Q1 | $109M | Hold |
1,950,000
| – | – | 0.01% | 951 |
|
|
2017
Q4 | $116M | Buy |
1,950,000
+450,000
| +30% | +$25.9M | 0.01% | 927 |
|
|
2017
Q3 | $81.8M | Buy |
+1,500,000
| New | +$75.3M | 0.01% | 1064 |
|
|
2017
Q2 | – | Sell |
-52,838
| Closed | -$2.89M | – | 2693 |
|
|
2017
Q1 | $2.89M | Sell |
52,838
-267,112
| -83% | -$15M | ﹤0.01% | 2296 |
|
|
2016
Q4 | $18.2M | Buy |
319,950
+117,750
| +58% | +$6.53M | ﹤0.01% | 1710 |
|
|
2016
Q3 | $12M | Buy |
+202,200
| New | +$12.9M | ﹤0.01% | 1920 |
|
|
2014
Q3 | – | Sell |
-472,709
| Closed | -$24.3M | – | 2841 |
|
|
2014
Q2 | $24.3M | Buy |
472,709
+17,523
| +4% | +$887K | ﹤0.01% | 1701 |
|
|
2014
Q1 | $22.3M | Buy |
455,186
+11,850
| +3% | +$553K | ﹤0.01% | 1699 |
|
|
2013
Q4 | $19.3M | Sell |
443,336
-335,403
| -43% | -$15.8M | ﹤0.01% | 1726 |
|
|
2013
Q3 | $39.3M | Sell |
778,739
-261,585
| -25% | -$12.3M | 0.01% | 1397 |
|
|
2013
Q2 | $44.9M | Buy |
+1,040,324
| New | +$46M | 0.01% | 1292 |
|
Other funds holding LSI
Fidelity Investments's LSI Position: Q3 2023 in Review
Fidelity Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 172,156 shares — an estimated $22.9M sold.
Fidelity Investments first reported a position in LSI in Q2 2013 and held it in 32 quarters. The position peaked at $122M in Q2 2018. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.
- Fidelity Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
- Fidelity Investments sold 172,156 Life Storage, Inc. shares in Q3 2023, an estimated $22.9M.
- Fidelity Investments first reported a position in Life Storage, Inc. in Q2 2013 and held it in 32 quarters.
- Fidelity Investments's Life Storage, Inc. position peaked at $122M in Q2 2018.
- 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.
Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.