IC
LSI

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

Intersect 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
Q2 		$1.63M Sell
14,606
-1,290
-8% -$159K 0.49% 46
2022
Q1 		$2.23M Sell
15,896
-995
-6% -$134K 0.43% 49
2021
Q4 		$2.59M Sell
16,891
-310
-2% -$41.4K 0.48% 42
2021
Q3 		$1.97M Sell
17,201
-90
-0.5% -$10.7K 0.34% 62
2021
Q2 		$1.86M Sell
17,291
-900
-5% -$88.5K 0.33% 61
2021
Q1 		$1.56M Sell
18,191
-3
-0% -$249 0.32% 64
2020
Q4 		$1.45M Sell
18,194
-825
-4% -$62.8K 0.32% 62
2020
Q3 		$1.33M Buy
19,019
+11
+0.1% +$745 0.36% 58
2020
Q2 		$1.2M Sell
19,008
-63
-0.3% -$3.91K 0.39% 53
2020
Q1 		$1.2M Sell
19,071
-413
-2% -$29.5K 0.48% 45
2019
Q4 		$1.41M Hold
19,484
– – 0.47% 45
2019
Q3 		$1.37M Buy
19,484
+143
+0.7% +$9.72K 0.51% 43
2019
Q2 		$1.23M Sell
19,341
-3,255
-14% -$209K 0.47% 45
2019
Q1 		$1.47M Sell
22,596
-527
-2% -$33.8K 0.62% 38
2018
Q4 		$1.43M Buy
23,123
+278
+1% +$17.6K 0.69% 36
2018
Q3 		$1.45M Hold
22,845
– – 0.63% 38
2018
Q2 		$1.48M Buy
22,845
+1,462
+7% +$88.3K 0.71% 36
2018
Q1 		$1.19M Sell
21,383
-547
-2% -$29.9K 0.63% 38
2017
Q4 		$1.3M Hold
21,930
– – 0.7% 40
2017
Q3 		$1.2M Buy
21,930
+2,580
+13% +$129K 0.68% 39
2017
Q2 		$956K Buy
+19,350
New +$1M 0.57% 42
2015
Q2 		– Sell
-488
Closed -$28K – 388
2015
Q1 		$28K Hold
488
– – 0.02% 240
2014
Q4 		$28K Buy
+488
New +$27.2K 0.02% 246

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Intersect Capital's LSI Position: Q2 2022 in Review

Intersect Capital reduced its Life Storage, Inc. (LSI) stake by 8.1% in Q2 2022, selling an estimated $159K and leaving 14,606 shares worth $1.63M. The position accounts for 0.49% of the portfolio, ranked #46.

Intersect Capital first reported a position in LSI in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.59M in Q4 2021. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

  • Intersect Capital held 14,606 shares of Life Storage, Inc. worth $1.63M as of Q2 2022.
  • Intersect Capital sold 1,290 Life Storage, Inc. shares in Q2 2022, an estimated $159K.
  • Life Storage, Inc. made up 0.49% of Intersect Capital's portfolio in Q2 2022, its #46 holding.
  • Intersect Capital first reported a position in Life Storage, Inc. in Q4 2014 and has held it in 23 quarters since.
  • Intersect Capital's Life Storage, Inc. position peaked at $2.59M in Q4 2021.
  • 396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.