Geode Capital Management
LSI

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

Geode 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
2023
Q3 		– Sell
-1,518,424
Closed -$202M – 4878
2023
Q2 		$202M Buy
1,518,424
+58,239
+4% +$7.75M 0.02% 535
2023
Q1 		$191M Buy
1,460,185
+34,246
+2% +$3.96M 0.02% 525
2022
Q4 		$140M Buy
1,425,939
+146,156
+11% +$15.3M 0.02% 583
2022
Q3 		$142M Sell
1,279,783
-32,209
-2% -$3.95M 0.02% 568
2022
Q2 		$146M Buy
1,311,992
+23,572
+2% +$2.91M 0.02% 566
2022
Q1 		$181M Sell
1,288,420
-47,021
-4% -$6.33M 0.02% 568
2021
Q4 		$205M Sell
1,335,441
-36,062
-3% -$4.82M 0.02% 543
2021
Q3 		$157M Buy
1,371,503
+51,101
+4% +$6.08M 0.02% 596
2021
Q2 		$142M Buy
1,320,402
+53,097
+4% +$5.22M 0.02% 631
2021
Q1 		$109M Buy
1,267,305
+48,619
+4% +$4.04M 0.02% 714
2020
Q4 		$97M Sell
1,218,686
-29,442
-2% -$2.24M 0.02% 711
2020
Q3 		$87.6M Buy
1,248,128
+9,408
+0.8% +$638K 0.02% 652
2020
Q2 		$78.4M Sell
1,238,720
-7,549
-0.6% -$468K 0.02% 657
2020
Q1 		$78.6M Buy
1,246,269
+70,149
+6% +$5.01M 0.02% 575
2019
Q4 		$84.9M Buy
1,176,120
+33,660
+3% +$2.41M 0.02% 681
2019
Q3 		$80.3M Buy
1,142,460
+37,809
+3% +$2.57M 0.02% 657
2019
Q2 		$70M Buy
1,104,651
+82,170
+8% +$5.28M 0.02% 714
2019
Q1 		$66.3M Buy
1,022,481
+77,533
+8% +$4.97M 0.02% 707
2018
Q4 		$58.6M Buy
944,948
+63,657
+7% +$4.03M 0.02% 667
2018
Q3 		$55.9M Buy
881,291
+90,513
+11% +$5.87M 0.02% 750
2018
Q2 		$51.3M Buy
790,778
+58,503
+8% +$3.53M 0.02% 754
2018
Q1 		$40.8M Buy
732,275
+24,042
+3% +$1.31M 0.01% 831
2017
Q4 		$42.1M Buy
708,233
+19,086
+3% +$1.1M 0.01% 791
2017
Q3 		$37.6M Buy
689,147
+13,374
+2% +$671K 0.01% 819
2017
Q2 		$33.4M Buy
675,773
+30,134
+5% +$1.56M 0.01% 860
2017
Q1 		$35.3M Buy
645,639
+56,541
+10% +$3.17M 0.01% 791
2016
Q4 		$33.5M Sell
589,098
-33,008
-5% -$1.83M 0.02% 763
2016
Q3 		$36.9M Buy
622,106
+42,816
+7% +$2.74M 0.02% 679
2016
Q2 		$40.5M Buy
579,290
+34,647
+6% +$2.52M 0.02% 610
2016
Q1 		$42.8K Buy
544,643
+40,017
+8% +$2.91M 0.02% 581
2015
Q4 		$36.1M Buy
504,626
+16,668
+3% +$1.11M 0.02% 627
2015
Q3 		$30.7M Sell
487,958
-11,446
-2% -$708K 0.02% 681
2015
Q2 		$28.9M Buy
499,404
+28,168
+6% +$1.69M 0.02% 726
2015
Q1 		$29.5M Buy
471,236
+50,052
+12% +$3.11M 0.02% 712
2014
Q4 		$24.5M Buy
421,184
+23,528
+6% +$1.31M 0.01% 747
2014
Q3 		$19.7M Buy
397,656
+2,935
+0.7% +$151K 0.01% 828
2014
Q2 		$20.3M Buy
394,721
+15,332
+4% +$776K 0.01% 840
2014
Q1 		$18.6M Buy
379,389
+54,411
+17% +$2.54M 0.01% 859
2013
Q4 		$14.1M Buy
324,978
+10,483
+3% +$494K 0.01% 976
2013
Q3 		$15.9M Buy
314,495
+16,971
+6% +$796K 0.01% 799
2013
Q2 		$12.9M Buy
+297,524
New +$13.2M 0.01% 823

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Geode Capital Management's LSI Position: Q3 2023 in Review

Geode Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,518,424 shares — an estimated $202M sold.

Geode Capital Management first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $205M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Geode Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Geode Capital Management sold 1,518,424 Life Storage, Inc. shares in Q3 2023, an estimated $202M.
  • Geode Capital Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Geode Capital Management's Life Storage, Inc. position peaked at $205M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Geode Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.