FIM
LSI

Freedom Investment Management’s Life Storage, Inc. LSI Stock Holding History

Freedom Investment 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
2023
Q2 		– Sell
-2,487
Closed -$326K – 793
2023
Q1 		$326K Buy
+2,487
New +$288K 0.04% 527
2022
Q4 		– Sell
-4,538
Closed -$503K – 808
2022
Q3 		$503K Buy
4,538
+2,313
+104% +$284K 0.06% 420
2022
Q2 		$248K Buy
+2,225
New +$275K 0.03% 631
2022
Q1 		– Sell
-3,692
Closed -$566K – 984
2021
Q4 		$566K Buy
+3,692
New +$493K 0.04% 489
2016
Q2 		– Sell
-4,742
Closed -$373K – 916
2016
Q1 		$373K Buy
4,742
+86
+2% +$6.26K 0.03% 485
2015
Q4 		$333K Buy
+4,656
New +$311K 0.03% 524

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Freedom Investment Management's LSI Position: Q2 2023 in Review

Freedom Investment Management sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 2,487 shares — an estimated $326K sold.

Freedom Investment Management first reported a position in LSI in Q4 2015 and held it in 6 quarters. The position peaked at $566K in Q4 2021. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Freedom Investment Management reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 2,487 Life Storage, Inc. shares in Q2 2023, an estimated $326K.
  • Freedom Investment Management first reported a position in Life Storage, Inc. in Q4 2015 and held it in 6 quarters.
  • Freedom Investment Management's Life Storage, Inc. position peaked at $566K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.