OLVIG
LSI

Oliver Lagore Vanvalin Investment Group’s Life Storage, Inc. LSI Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q2 		– Sell
-26
Closed -$3.41K – 853
2023
Q1 		$3.41K Hold
26
– – ﹤0.01% 536
2022
Q4 		$2.56K Hold
26
– – ﹤0.01% 535
2022
Q3 		$3K Buy
+26
New +$3.19K ﹤0.01% 513

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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's LSI Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 26 shares — an estimated $3.41K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in LSI in Q3 2022 and held it in 3 quarters. The position peaked at $3.41K in Q1 2023. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 26 Life Storage, Inc. shares in Q2 2023, an estimated $3.41K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Life Storage, Inc. in Q3 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Life Storage, Inc. position peaked at $3.41K in Q1 2023.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.