MSCM
LSI

McElhenny Sheffield Capital Management’s Life Storage, Inc. LSI Stock Holding History

McElhenny Sheffield Capital Management’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 		– Sell
-10
Closed -$985 – 656
2022
Q4 		$985 Buy
+10
New +$1.05K ﹤0.01% 569

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State Street
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Norges Bank
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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

McElhenny Sheffield Capital Management's LSI Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 10 shares — an estimated $985 sold.

McElhenny Sheffield Capital Management first reported a position in LSI in Q4 2022 and held it in 1 quarter. The position peaked at $985 in Q4 2022. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 10 Life Storage, Inc. shares in Q1 2023, an estimated $985.
  • McElhenny Sheffield Capital Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Life Storage, Inc. position peaked at $985 in Q4 2022.
  • 449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.