Northwestern Mutual Wealth Management’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,426
| Closed | -$589K | – | 3609 |
|
|
2023
Q2 | $589K | Buy |
4,426
+283
| +7% | +$37.6K | ﹤0.01% | 1102 |
|
|
2023
Q1 | $543K | Buy |
4,143
+686
| +20% | +$79.4K | ﹤0.01% | 1095 |
|
|
2022
Q4 | $341K | Buy |
3,457
+325
| +10% | +$34K | ﹤0.01% | 1245 |
|
|
2022
Q3 | $346K | Buy |
3,132
+866
| +38% | +$106K | ﹤0.01% | 1197 |
|
|
2022
Q2 | $253K | Buy |
2,266
+1,449
| +177% | +$179K | ﹤0.01% | 1318 |
|
|
2022
Q1 | $115K | Buy |
817
+187
| +30% | +$25.2K | ﹤0.01% | 1653 |
|
|
2021
Q4 | $96K | Buy |
630
+187
| +42% | +$25K | ﹤0.01% | 1725 |
|
|
2021
Q3 | $51K | Buy |
443
+151
| +52% | +$18K | ﹤0.01% | 1902 |
|
|
2021
Q2 | $31K | Hold |
292
| – | – | ﹤0.01% | 2028 |
|
|
2021
Q1 | $25K | Buy |
292
+64
| +28% | +$5.32K | ﹤0.01% | 1983 |
|
|
2020
Q4 | $18K | Buy |
228
+9
| +4% | +$685 | ﹤0.01% | 2007 |
|
|
2020
Q3 | $15K | Hold |
219
| – | – | ﹤0.01% | 1891 |
|
|
2020
Q2 | $14K | Hold |
219
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q1 | $14K | Hold |
219
| – | – | ﹤0.01% | 1813 |
|
|
2019
Q4 | $16K | Hold |
219
| – | – | ﹤0.01% | 1812 |
|
|
2019
Q3 | $15K | Hold |
219
| – | – | ﹤0.01% | 1816 |
|
|
2019
Q2 | $14K | Buy |
+219
| New | +$14.1K | ﹤0.01% | 1856 |
|
|
2018
Q4 | – | Sell |
-51
| Closed | -$3K | – | 2710 |
|
|
2018
Q3 | $3K | Buy |
+51
| New | +$3.31K | ﹤0.01% | 2242 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$28K | – | 2527 |
|
|
2018
Q1 | $28K | Hold |
500
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q4 | $30K | Hold |
500
| – | – | ﹤0.01% | 1354 |
|
|
2017
Q3 | $27K | Sell |
500
-300
| -38% | -$15.1K | ﹤0.01% | 1367 |
|
|
2017
Q2 | $39K | Buy |
800
+500
| +167% | +$26K | ﹤0.01% | 1173 |
|
|
2017
Q1 | $16K | Sell |
300
-152
| -34% | -$8.51K | ﹤0.01% | 1411 |
|
|
2016
Q4 | $26K | Sell |
452
-82
| -15% | -$4.54K | ﹤0.01% | 1265 |
|
|
2016
Q3 | $32K | Buy |
534
+393
| +279% | +$25.1K | ﹤0.01% | 1104 |
|
|
2016
Q2 | $10K | Buy |
141
+18
| +15% | +$1.31K | ﹤0.01% | 1385 |
|
|
2016
Q1 | $10K | Buy |
+123
| New | +$8.95K | ﹤0.01% | 1452 |
|
|
2015
Q1 | – | Sell |
-140
| Closed | -$8K | – | 1879 |
|
|
2014
Q4 | $8K | Buy |
+140
| New | +$7.79K | ﹤0.01% | 1158 |
|
Other funds holding LSI
Northwestern Mutual Wealth Management's LSI Position: Q3 2023 in Review
Northwestern Mutual Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,426 shares — an estimated $589K sold.
Northwestern Mutual Wealth Management first reported a position in LSI in Q4 2014 and held it in 28 quarters. The position peaked at $589K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.
- Northwestern Mutual Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
- Northwestern Mutual Wealth Management sold 4,426 Life Storage, Inc. shares in Q3 2023, an estimated $589K.
- Northwestern Mutual Wealth Management first reported a position in Life Storage, Inc. in Q4 2014 and held it in 28 quarters.
- Northwestern Mutual Wealth Management's Life Storage, Inc. position peaked at $589K in Q2 2023.
- 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.
Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.