Jacobs Levy Equity Management
LSI

Jacobs Levy Equity Management’s Life Storage, Inc. LSI Stock Holding History

Jacobs Levy Equity Management’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
-13,755
Closed -$1.58M – 1108
2021
Q3 		$1.58M Sell
13,755
-9,609
-41% -$1.14M 0.01% 661
2021
Q2 		$2.51M Sell
23,364
-539
-2% -$53K 0.02% 555
2021
Q1 		$2.05M Sell
23,903
-7,477
-24% -$622K 0.02% 592
2020
Q4 		$2.5M Sell
31,380
-1,520
-5% -$116K 0.02% 525
2020
Q3 		$2.31M Sell
32,900
-15,447
-32% -$1.05M 0.02% 495
2020
Q2 		$3.06M Sell
48,347
-1,171
-2% -$72.6K 0.03% 443
2020
Q1 		$3.12M Buy
49,518
+1,528
+3% +$109K 0.04% 386
2019
Q4 		$3.46M Buy
47,990
+31,700
+195% +$2.27M 0.03% 441
2019
Q3 		$1.15M Buy
16,290
+1,350
+9% +$91.8K 0.01% 600
2019
Q2 		$947K Buy
+14,940
New +$959K 0.01% 650
2017
Q1 		– Sell
-46,530
Closed -$2.65M – 1028
2016
Q4 		$2.65M Buy
46,530
+23,265
+100% +$1.29M 0.05% 370
2016
Q3 		$1.38M Sell
23,265
-1,605
-6% -$103K 0.02% 501
2016
Q2 		$1.74M Buy
24,870
+390
+2% +$28.3K 0.04% 454
2016
Q1 		$1.93M Buy
+24,480
New +$1.78M 0.04% 418
2014
Q1 		– Sell
-80,091
Closed -$3.48M – 1029
2013
Q4 		$3.48M Sell
80,091
-16,140
-17% -$761K 0.05% 343
2013
Q3 		$4.86M Buy
96,231
+60,510
+169% +$2.84M 0.08% 280
2013
Q2 		$1.54M Buy
+35,721
New +$1.58M 0.03% 478

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 $3.38T AUM 44.17% 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

Jacobs Levy Equity Management's LSI Position: Q4 2021 in Review

Jacobs Levy Equity Management sold out of Life Storage, Inc. (LSI) in Q4 2021, closing a stake of 13,755 shares — an estimated $1.58M sold.

Jacobs Levy Equity Management first reported a position in LSI in Q2 2013 and held it in 17 quarters. The position peaked at $4.86M in Q3 2013. 434 funds tracked by Wall St. Rank hold LSI as of Q4 2021.

  • Jacobs Levy Equity Management reported no remaining Life Storage, Inc. position as of Q4 2021 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 13,755 Life Storage, Inc. shares in Q4 2021, an estimated $1.58M.
  • Jacobs Levy Equity Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 17 quarters.
  • Jacobs Levy Equity Management's Life Storage, Inc. position peaked at $4.86M in Q3 2013.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2021.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2021, filed 14 Feb 2022.