Greenleaf Trust’s Life Storage, Inc. LSI Stock Holding History

Greenleaf Trust’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 Q1	–	Sell	-1,504	Closed	-$230K	–	815
2021 Q4	$230K	Buy	+1,504	New	+$201K	﹤0.01%	683

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Greenleaf Trust's LSI Position: Q1 2022 in Review

Greenleaf Trust sold out of Life Storage, Inc. (LSI) in Q1 2022, closing a stake of 1,504 shares — an estimated $230K sold.

Greenleaf Trust first reported a position in LSI in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 417 funds tracked by Wall St. Rank hold LSI as of Q1 2022.

Greenleaf Trust reported no remaining Life Storage, Inc. position as of Q1 2022 after selling out during the quarter.
Greenleaf Trust sold 1,504 Life Storage, Inc. shares in Q1 2022, an estimated $230K.
Greenleaf Trust first reported a position in Life Storage, Inc. in Q4 2021 and held it in 1 quarter.
Greenleaf Trust's Life Storage, Inc. position peaked at $230K in Q4 2021.
417 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.