Householder Group Estate & Retirement Specialist’s Life Storage, Inc. LSI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q1	$401K	Buy	3,062 +36	+1%	+$4.16K	0.15%	127
2022 Q4	$298K	Buy	3,026 +30	+1%	+$3.14K	0.44%	39
2022 Q3	$331K	Buy	2,996 +27	+0.9%	+$3.31K	0.14%	143
2022 Q2	$332K	Sell	2,969 -380	-11%	-$46.9K	0.15%	143
2022 Q1	$470K	Sell	3,349 -424	-11%	-$57.1K	0.19%	125
2021 Q4	$578K	Buy	+3,773	New	+$504K	0.22%	115

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LSI Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist increased its Life Storage, Inc. (LSI) stake by 1.2% in Q1 2023, buying an estimated $4.16K and bringing the position to 3,062 shares worth $401K. The position accounts for 0.15% of the portfolio, ranked #127.

Householder Group Estate & Retirement Specialist first reported a position in LSI in Q4 2021 and has held it in 6 quarters since. The position peaked at $578K in Q4 2021. 450 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Householder Group Estate & Retirement Specialist held 3,062 shares of Life Storage, Inc. worth $401K as of Q1 2023.
Householder Group Estate & Retirement Specialist bought 36 Life Storage, Inc. shares in Q1 2023, an estimated $4.16K.
Life Storage, Inc. made up 0.15% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #127 holding.
Householder Group Estate & Retirement Specialist first reported a position in Life Storage, Inc. in Q4 2021 and has held it in 6 quarters since.
Householder Group Estate & Retirement Specialist's Life Storage, Inc. position peaked at $578K in Q4 2021.
450 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.