KI
LSI

Kula Investments’s Life Storage, Inc. LSI Stock Holding History

Kula Investments’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 		$670K Sell
5,111
-8,031
-61% -$929K 0.17% 226
2022
Q4 		$1.29M Buy
+13,142
New +$1.38M 0.38% 21

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
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

Kula Investments's LSI Position: Q1 2023 in Review

Kula Investments reduced its Life Storage, Inc. (LSI) stake by 61% in Q1 2023, selling an estimated $929K and leaving 5,111 shares worth $670K. The position accounts for 0.17% of the portfolio, ranked #226.

Kula Investments first reported a position in LSI in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.29M in Q4 2022. 450 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • Kula Investments held 5,111 shares of Life Storage, Inc. worth $670K as of Q1 2023.
  • Kula Investments sold 8,031 Life Storage, Inc. shares in Q1 2023, an estimated $929K.
  • Life Storage, Inc. made up 0.17% of Kula Investments's portfolio in Q1 2023, its #226 holding.
  • Kula Investments first reported a position in Life Storage, Inc. in Q4 2022 and has held it in 2 quarters since.
  • Kula Investments's Life Storage, Inc. position peaked at $1.29M in Q4 2022.
  • 450 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.