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

Next Financial Group’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
2021 Q4	$130K	Buy	847 +193	+30%	+$25.8K	0.01%	1058
2021 Q3	$75K	Buy	654 +244	+60%	+$29K	0.01%	1242
2021 Q2	$44K	Sell	410 -13	-3%	-$1.28K	﹤0.01%	1445
2021 Q1	$36K	Sell	423 -5	-1%	-$416	﹤0.01%	1418
2020 Q4	$34K	Buy	+428	New	+$32.6K	﹤0.01%	1334
2018 Q4	–	Sell	-300	Closed	-$19K	–	2135
2018 Q3	$19K	Buy	+300	New	+$19.4K	0.01%	811
2017 Q4	–	Sell	-300	Closed	-$16K	–	1517
2017 Q3	$16K	Sell	300 -150	-33%	-$7.53K	﹤0.01%	1056
2017 Q2	$22K	Hold	450	–	–	0.01%	1046
2017 Q1	$24K	Sell	450 -483	-52%	-$27.1K	0.01%	988
2016 Q4	$53K	Buy	933 +300	+47%	+$16.6K	0.01%	940
2016 Q3	$38K	Buy	633 +450	+246%	+$28.8K	0.01%	1074
2016 Q2	$12K	Hold	183	–	–	﹤0.01%	1150
2016 Q1	$14K	Sell	183 -150	-45%	-$10.9K	﹤0.01%	1063
2015 Q4	$23K	Hold	333	–	–	0.01%	878
2015 Q3	$20K	Buy	333 +1	+0.3%	+$62	0.01%	957
2015 Q2	$19K	Hold	332	–	–	0.01%	1031
2015 Q1	$20K	Hold	332	–	–	0.01%	1003
2014 Q4	$19K	Hold	332	–	–	0.01%	1004
2014 Q3	$16K	Buy	+332	New	+$17K	﹤0.01%	1545

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's LSI Position: Q4 2021 in Review

Next Financial Group increased its Life Storage, Inc. (LSI) stake by 30% in Q4 2021, buying an estimated $25.8K and bringing the position to 847 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #1058.

Next Financial Group first reported a position in LSI in Q3 2014 and has held it in 19 quarters since. 434 funds tracked by Wall St. Rank hold LSI as of Q4 2021.

Next Financial Group held 847 shares of Life Storage, Inc. worth $130K as of Q4 2021.
Next Financial Group bought 193 Life Storage, Inc. shares in Q4 2021, an estimated $25.8K.
Life Storage, Inc. made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1058 holding.
Next Financial Group first reported a position in Life Storage, Inc. in Q3 2014 and has held it in 19 quarters since.
434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.