Hill Winds Capital’s Life Storage, Inc. LSI Stock Holding History

Hill Winds Capital’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 Q4	$5.42M	Sell	55,000 -5,000	-8%	-$524K	2.75%	14
2022 Q3	$6.65M	Sell	60,000 -37,500	-38%	-$4.6M	2.96%	13
2022 Q2	$10.9M	Buy	97,500 +62,500	+179%	+$7.72M	5.25%	3
2022 Q1	$4.92M	Sell	35,000 -10,000	-22%	-$1.35M	1.95%	28
2021 Q4	$6.89M	Sell	45,000 -7,500	-14%	-$1M	3.24%	11
2021 Q3	$6.02M	Buy	+52,500	New	+$6.24M	2.84%	11

Other funds holding LSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hill Winds Capital's LSI Position: Q4 2022 in Review

Hill Winds Capital reduced its Life Storage, Inc. (LSI) stake by 8.3% in Q4 2022, selling an estimated $524K and leaving 55,000 shares worth $5.42M. The position accounts for 2.75% of the portfolio, ranked #14.

Hill Winds Capital first reported a position in LSI in Q3 2021 and has held it in 6 quarters since. The position peaked at $10.9M in Q2 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

Hill Winds Capital held 55,000 shares of Life Storage, Inc. worth $5.42M as of Q4 2022.
Hill Winds Capital sold 5,000 Life Storage, Inc. shares in Q4 2022, an estimated $524K.
Life Storage, Inc. made up 2.75% of Hill Winds Capital's portfolio in Q4 2022, its #14 holding.
Hill Winds Capital first reported a position in Life Storage, Inc. in Q3 2021 and has held it in 6 quarters since.
Hill Winds Capital's Life Storage, Inc. position peaked at $10.9M in Q2 2022.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Hill Winds Capital's 13F filing for Q4 2022, filed 3 Feb 2023.