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LSI

Navellier & Associates’s Life Storage, Inc. LSI Stock Holding History

Navellier & Associates’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
-3,266
Closed -$362K – 294
2022
Q3 		$362K Sell
3,266
-62
-2% -$7.61K 0.08% 196
2022
Q2 		$372K Buy
+3,328
New +$411K 0.08% 209
2017
Q2 		– Sell
-33,312
Closed -$1.82M – 337
2017
Q1 		$1.82M Buy
33,312
+5,377
+19% +$301K 0.27% 107
2016
Q4 		$1.59M Buy
27,935
+4,980
+22% +$276K 0.26% 113
2016
Q3 		$1.36M Buy
+22,955
New +$1.47M 0.19% 113

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Navellier & Associates's LSI Position: Q4 2022 in Review

Navellier & Associates sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 3,266 shares — an estimated $362K sold.

Navellier & Associates first reported a position in LSI in Q3 2016 and held it in 5 quarters. The position peaked at $1.82M in Q1 2017. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Navellier & Associates reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Navellier & Associates sold 3,266 Life Storage, Inc. shares in Q4 2022, an estimated $362K.
  • Navellier & Associates first reported a position in Life Storage, Inc. in Q3 2016 and held it in 5 quarters.
  • Navellier & Associates's Life Storage, Inc. position peaked at $1.82M in Q1 2017.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Navellier & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.