Morton Brown Family Wealth’s Life Storage, Inc. LSI Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-1	Closed	–	–	349
2022 Q2	$0	Buy	+1	New	+$123	﹤0.01%	312

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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

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

Morton Brown Family Wealth's LSI Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of Life Storage, Inc. (LSI) in Q3 2022, closing a stake of 1 share.

Morton Brown Family Wealth first reported a position in LSI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 417 funds tracked by Wall St. Rank hold LSI as of Q3 2022.

Morton Brown Family Wealth reported no remaining Life Storage, Inc. position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 1 Life Storage, Inc. share in Q3 2022.
Morton Brown Family Wealth first reported a position in Life Storage, Inc. in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Life Storage, Inc. position peaked at $0 in Q2 2022.
417 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.