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

LifePlan Financial Group’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
2020 Q3	$391K	Hold	5,574	–	–	0.17%	93
2020 Q2	$353K	Hold	5,574	–	–	0.16%	94
2020 Q1	$351K	Hold	5,574	–	–	0.19%	88
2019 Q4	$402K	Hold	5,574	–	–	0.18%	92
2019 Q3	$392K	Hold	5,574	–	–	0.18%	89
2019 Q2	$353K	Hold	5,574	–	–	0.17%	92
2019 Q1	$361K	Hold	5,574	–	–	0.19%	87
2018 Q4	$346K	Hold	5,574	–	–	0.22%	76
2018 Q3	$354K	Hold	5,574	–	–	0.19%	87
2018 Q2	$362K	Hold	5,574	–	–	0.2%	80
2018 Q1	$310K	Hold	5,574	–	–	0.18%	87
2017 Q4	$304K	Hold	5,574	–	–	0.19%	88
2017 Q3	$304K	Sell	5,574 -653	-10%	-$32.8K	0.19%	88
2017 Q2	$308K	Hold	6,227	–	–	0.21%	85
2017 Q1	$341K	Buy	6,227 +371	+6%	+$20.8K	0.24%	79
2016 Q4	$333K	Buy	+5,856	New	+$325K	0.23%	86
2016 Q3	–	Sell	-5,600	Closed	-$392K	–	112
2016 Q2	$392K	Sell	5,600 -492	-8%	-$35.7K	0.27%	65
2016 Q1	$479K	Hold	6,092	–	–	0.34%	50
2015 Q4	$436K	Hold	6,092	–	–	0.31%	51
2015 Q3	$383K	Buy	6,092 +1,113	+22%	+$68.8K	0.28%	62
2015 Q2	$288K	Buy	4,979 +128	+3%	+$7.66K	0.19%	79
2015 Q1	$304K	Buy	4,851 +613	+14%	+$38.1K	0.2%	59
2014 Q4	$246K	Buy	+4,238	New	+$236K	0.16%	66
2014 Q2	–	Sell	-1,956	Closed	-$96K	–	238
2014 Q1	$96K	Buy	1,956 +559	+40%	+$26.1K	0.08%	86
2013 Q4	$61K	Hold	1,397	–	–	0.04%	105
2013 Q3	$70K	Buy	+1,397	New	+$65.5K	0.06%	90

Other funds holding LSI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LifePlan Financial Group's LSI Position: Q3 2020 in Review

LifePlan Financial Group held its Life Storage, Inc. (LSI) position steady in Q3 2020 at 5,574 shares worth $391K. The position accounts for 0.17% of the portfolio, ranked #93.

LifePlan Financial Group first reported a position in LSI in Q3 2013 and has held it in 26 quarters since. The position peaked at $479K in Q1 2016. 330 funds tracked by Wall St. Rank hold LSI as of Q3 2020.

LifePlan Financial Group held 5,574 shares of Life Storage, Inc. worth $391K as of Q3 2020.
LifePlan Financial Group left its Life Storage, Inc. share count unchanged in Q3 2020.
Life Storage, Inc. made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #93 holding.
LifePlan Financial Group first reported a position in Life Storage, Inc. in Q3 2013 and has held it in 26 quarters since.
LifePlan Financial Group's Life Storage, Inc. position peaked at $479K in Q1 2016.
330 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.