Mackenzie Financial
LSI

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

Mackenzie 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
2023
Q2 		– Sell
-75,429
Closed -$9.89M – 1671
2023
Q1 		$9.89M Sell
75,429
-1,250
-2% -$145K 0.02% 448
2022
Q4 		$7.55M Sell
76,679
-34,563
-31% -$3.62M 0.01% 464
2022
Q3 		$12.3M Sell
111,242
-59,748
-35% -$7.33M 0.02% 384
2022
Q2 		$19.1M Buy
170,990
+169,468
+11,135% +$20.9M 0.03% 331
2022
Q1 		$214K Sell
1,522
-21,947
-94% -$2.95M ﹤0.01% 1264
2021
Q4 		$3.6M Sell
23,469
-6,791
-22% -$907K ﹤0.01% 643
2021
Q3 		$3.47M Buy
30,260
+603
+2% +$71.7K ﹤0.01% 639
2021
Q2 		$3.18M Buy
+29,657
New +$2.92M ﹤0.01% 643
2021
Q1 		– Sell
-5,697
Closed -$302K – 1219
2020
Q4 		$302K Buy
+5,697
New +$434K ﹤0.01% 943

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mackenzie Financial's LSI Position: Q2 2023 in Review

Mackenzie Financial sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 75,429 shares — an estimated $9.89M sold.

Mackenzie Financial first reported a position in LSI in Q4 2020 and held it in 9 quarters. The position peaked at $19.1M in Q2 2022. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Mackenzie Financial reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Mackenzie Financial sold 75,429 Life Storage, Inc. shares in Q2 2023, an estimated $9.89M.
  • Mackenzie Financial first reported a position in Life Storage, Inc. in Q4 2020 and held it in 9 quarters.
  • Mackenzie Financial's Life Storage, Inc. position peaked at $19.1M in Q2 2022.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Mackenzie Financial's 13F filing for Q2 2023, filed 3 Aug 2023.