JG
LSI

Joel Greenblatt’s Life Storage, Inc. LSI Stock Holding History

Joel Greenblatt’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
Q4 		– Sell
-2,014
Closed -$223K – 1339
2022
Q3 		$223K Buy
+2,014
New +$247K 0.01% 1061
2022
Q2 		– Sell
-1,581
Closed -$222K – 1276
2022
Q1 		$222K Buy
1,581
+220
+16% +$29.6K 0.01% 1052
2021
Q4 		$208K Buy
+1,361
New +$182K 0.01% 1070
2020
Q1 		– Sell
-3,297
Closed -$238K – 1246
2019
Q4 		$238K Buy
+3,297
New +$236K ﹤0.01% 1003

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's LSI Position: Q4 2022 in Review

Joel Greenblatt sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 2,014 shares — an estimated $223K sold.

Joel Greenblatt first reported a position in LSI in Q4 2019 and held it in 4 quarters. The position peaked at $238K in Q4 2019. 435 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Joel Greenblatt reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Joel Greenblatt sold 2,014 Life Storage, Inc. shares in Q4 2022, an estimated $223K.
  • Joel Greenblatt first reported a position in Life Storage, Inc. in Q4 2019 and held it in 4 quarters.
  • Joel Greenblatt's Life Storage, Inc. position peaked at $238K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Gotham Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.