O'Shaughnessy Asset Management’s Life Storage, Inc. LSI Stock Holding History

O'Shaughnessy 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 Q4	–	Sell	-98	Closed	-$11K	–	2682
2021 Q3	$11K	Buy	98 +53	+118%	+$6.3K	﹤0.01%	2155
2021 Q2	$5K	Sell	45 -21	-32%	-$2.07K	﹤0.01%	2163
2021 Q1	$6K	Buy	66 +7	+12%	+$582	﹤0.01%	1905
2020 Q4	$5K	Sell	59 -10	-14%	-$762	﹤0.01%	1693
2020 Q3	$5K	Hold	69	–	–	﹤0.01%	1498
2020 Q2	$4K	Buy	69 +28	+68%	+$1.74K	﹤0.01%	1413
2020 Q1	$3K	Buy	41 +3	+8%	+$214	﹤0.01%	1135
2019 Q4	$3K	Buy	+38	New	+$2.72K	﹤0.01%	1619
2019 Q2	–	Sell	-18	Closed	-$1K	–	1261
2019 Q1	$1K	Hold	18	–	–	﹤0.01%	892
2018 Q4	$1K	Hold	18	–	–	﹤0.01%	907
2018 Q3	$1K	Hold	18	–	–	﹤0.01%	886
2018 Q2	$1K	Buy	+18	New	+$1.09K	﹤0.01%	874

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's LSI Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Life Storage, Inc. (LSI) in Q4 2021, closing a stake of 98 shares — an estimated $11K sold.

O'Shaughnessy Asset Management first reported a position in LSI in Q2 2018 and held it in 12 quarters. The position peaked at $11K in Q3 2021. 434 funds tracked by Wall St. Rank hold LSI as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Life Storage, Inc. position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 98 Life Storage, Inc. shares in Q4 2021, an estimated $11K.
O'Shaughnessy Asset Management first reported a position in Life Storage, Inc. in Q2 2018 and held it in 12 quarters.
O'Shaughnessy Asset Management's Life Storage, Inc. position peaked at $11K in Q3 2021.
434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.