Horizon Investments’s Life Storage, Inc. LSI Stock Holding History

Horizon Investments’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
2018 Q4	–	Sell	-6,222	Closed	-$395K	–	318
2018 Q3	$395K	Hold	6,222	–	–	0.01%	207
2018 Q2	$404K	Buy	+6,222	New	+$376K	0.02%	194

Other funds holding LSI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Horizon Investments's LSI Position: Q4 2018 in Review

Horizon Investments sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 6,222 shares — an estimated $395K sold.

Horizon Investments first reported a position in LSI in Q2 2018 and held it in 2 quarters. The position peaked at $404K in Q2 2018. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

Horizon Investments reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
Horizon Investments sold 6,222 Life Storage, Inc. shares in Q4 2018, an estimated $395K.
Horizon Investments first reported a position in Life Storage, Inc. in Q2 2018 and held it in 2 quarters.
Horizon Investments's Life Storage, Inc. position peaked at $404K in Q2 2018.
292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Horizon Investments's 13F filing for Q4 2018, filed 13 Feb 2019.