NewSquare Capital’s Life Storage, Inc. LSI Stock Holding History

NewSquare Capital’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 Q2	–	Sell	-4,970	Closed	-$698K	–	433
2022 Q1	$698K	Buy	+4,970	New	+$669K	0.07%	138

Other funds holding LSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

NewSquare Capital's LSI Position: Q2 2022 in Review

NewSquare Capital sold out of Life Storage, Inc. (LSI) in Q2 2022, closing a stake of 4,970 shares — an estimated $698K sold.

NewSquare Capital first reported a position in LSI in Q1 2022 and held it in 1 quarter. The position peaked at $698K in Q1 2022. 396 funds tracked by Wall St. Rank hold LSI as of Q2 2022.

NewSquare Capital reported no remaining Life Storage, Inc. position as of Q2 2022 after selling out during the quarter.
NewSquare Capital sold 4,970 Life Storage, Inc. shares in Q2 2022, an estimated $698K.
NewSquare Capital first reported a position in Life Storage, Inc. in Q1 2022 and held it in 1 quarter.
NewSquare Capital's Life Storage, Inc. position peaked at $698K in Q1 2022.
396 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2022.

Based on NewSquare Capital's 13F filing for Q2 2022, filed 26 Jul 2022.