OAM
LSI

Oppenheimer Asset Management’s Life Storage, Inc. LSI Stock Holding History

Oppenheimer Asset Management’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
Q3 		– Sell
-1,877
Closed -$202K – 1241
2021
Q2 		$202K Sell
1,877
-776
-29% -$76.3K ﹤0.01% 1154
2021
Q1 		$228K Sell
2,653
-347
-12% -$28.8K ﹤0.01% 1085
2020
Q4 		$239K Buy
+3,000
New +$228K ﹤0.01% 1033
2020
Q2 		– Sell
-155
Closed -$10K – 1478
2020
Q1 		$10K Sell
155
-4,276
-97% -$306K ﹤0.01% 1429
2019
Q4 		$320K Sell
4,431
-308
-6% -$22K 0.01% 946
2019
Q3 		$333K Sell
4,739
-1,140
-19% -$77.5K 0.01% 909
2019
Q2 		$372K Sell
5,879
-8,701
-60% -$559K 0.01% 895
2019
Q1 		$945K Sell
14,580
-1,317
-8% -$84.4K 0.02% 627
2018
Q4 		$986K Sell
15,897
-1,638
-9% -$104K 0.02% 571
2018
Q3 		$1.11M Buy
17,535
+1,461
+9% +$94.7K 0.02% 586
2018
Q2 		$1.04M Sell
16,074
-228
-1% -$13.8K 0.03% 583
2018
Q1 		$908K Sell
16,302
-1,242
-7% -$67.8K 0.02% 622
2017
Q4 		$956K Hold
17,544
– – 0.03% 611
2017
Q3 		$956K Buy
17,544
+4,903
+39% +$246K 0.02% 614
2017
Q2 		$624K Sell
12,641
-117
-0.9% -$6.08K 0.02% 721
2017
Q1 		$698K Buy
+12,758
New +$715K 0.02% 695

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oppenheimer Asset Management's LSI Position: Q3 2021 in Review

Oppenheimer Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2021, closing a stake of 1,877 shares — an estimated $202K sold.

Oppenheimer Asset Management first reported a position in LSI in Q1 2017 and held it in 16 quarters. The position peaked at $1.11M in Q3 2018. 382 funds tracked by Wall St. Rank hold LSI as of Q3 2021.

  • Oppenheimer Asset Management reported no remaining Life Storage, Inc. position as of Q3 2021 after selling out during the quarter.
  • Oppenheimer Asset Management sold 1,877 Life Storage, Inc. shares in Q3 2021, an estimated $202K.
  • Oppenheimer Asset Management first reported a position in Life Storage, Inc. in Q1 2017 and held it in 16 quarters.
  • Oppenheimer Asset Management's Life Storage, Inc. position peaked at $1.11M in Q3 2018.
  • 382 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2021.

Based on Oppenheimer Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.