IRF
LSI

IBM Retirement Fund’s Life Storage, Inc. LSI Stock Holding History

IBM Retirement Fund’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
2021
Q4 		– Sell
-2,193
Closed -$252K – 725
2021
Q3 		$252K Hold
2,193
– – 0.02% 632
2021
Q2 		$235K Sell
2,193
-355
-14% -$34.9K 0.02% 684
2021
Q1 		$219K Sell
2,548
-64
-2% -$5.32K 0.02% 727
2020
Q4 		$208K Buy
+2,612
New +$199K 0.01% 744
2017
Q1 		– Sell
-5,417
Closed -$308K – 784
2016
Q4 		$308K Sell
5,417
-1,011
-16% -$56K 0.01% 767
2016
Q3 		$381K Sell
6,428
-495
-7% -$31.7K 0.02% 744
2016
Q2 		$484K Buy
+6,923
New +$503K 0.02% 668

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IBM Retirement Fund's LSI Position: Q4 2021 in Review

IBM Retirement Fund sold out of Life Storage, Inc. (LSI) in Q4 2021, closing a stake of 2,193 shares — an estimated $252K sold.

IBM Retirement Fund first reported a position in LSI in Q2 2016 and held it in 7 quarters. The position peaked at $484K in Q2 2016. 434 funds tracked by Wall St. Rank hold LSI as of Q4 2021.

  • IBM Retirement Fund reported no remaining Life Storage, Inc. position as of Q4 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 2,193 Life Storage, Inc. shares in Q4 2021, an estimated $252K.
  • IBM Retirement Fund first reported a position in Life Storage, Inc. in Q2 2016 and held it in 7 quarters.
  • IBM Retirement Fund's Life Storage, Inc. position peaked at $484K in Q2 2016.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2021.

Based on IBM Retirement Fund's 13F filing for Q4 2021, filed 19 Jan 2022.