Lee Financial’s Life Storage, Inc. LSI Stock Holding History

Lee Financial’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	-13	Closed	-$1K	–	1003
2022 Q3	$1K	Buy	+13	New	+$1.59K	﹤0.01%	802

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's LSI Position: Q4 2022 in Review

Lee Financial sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 13 shares — an estimated $1K sold.

Lee Financial first reported a position in LSI in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

Lee Financial reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
Lee Financial sold 13 Life Storage, Inc. shares in Q4 2022, an estimated $1K.
Lee Financial first reported a position in Life Storage, Inc. in Q3 2022 and held it in 1 quarter.
Lee Financial's Life Storage, Inc. position peaked at $1K in Q3 2022.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Lee Financial's 13F filing for Q4 2022, filed 9 Feb 2023.