OI
LSI

Oakbrook Investments’s Life Storage, Inc. LSI Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-3,792
Closed -$274K – 546
2019
Q4 		$274K Hold
3,792
– – 0.06% 487
2019
Q3 		$266K Hold
3,792
– – 0.02% 518
2019
Q2 		$240K Buy
3,792
+150
+4% +$9.63K 0.01% 540
2019
Q1 		$236K Hold
3,642
– – 0.01% 555
2018
Q4 		$226K Sell
3,642
-555
-13% -$35.2K 0.02% 525
2018
Q3 		$266K Buy
+4,197
New +$272K 0.01% 573
2016
Q4 		– Sell
-3,450
Closed -$205K – 599
2016
Q3 		$205K Sell
3,450
-38
-1% -$2.43K 0.01% 525
2016
Q2 		$244K Buy
+3,488
New +$253K 0.01% 499

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oakbrook Investments's LSI Position: Q1 2020 in Review

Oakbrook Investments sold out of Life Storage, Inc. (LSI) in Q1 2020, closing a stake of 3,792 shares — an estimated $274K sold.

Oakbrook Investments first reported a position in LSI in Q2 2016 and held it in 8 quarters. The position peaked at $274K in Q4 2019. 319 funds tracked by Wall St. Rank hold LSI as of Q1 2020.

  • Oakbrook Investments reported no remaining Life Storage, Inc. position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 3,792 Life Storage, Inc. shares in Q1 2020, an estimated $274K.
  • Oakbrook Investments first reported a position in Life Storage, Inc. in Q2 2016 and held it in 8 quarters.
  • Oakbrook Investments's Life Storage, Inc. position peaked at $274K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.