Principal Financial Group
LSI

Principal Financial Group’s Life Storage, Inc. LSI Stock Holding History

Principal Financial 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
Q3 		– Sell
-319,496
Closed -$42.5M – 2500
2023
Q2 		$42.5M Sell
319,496
-16,814
-5% -$2.24M 0.03% 477
2023
Q1 		$44.1M Buy
336,310
+3,006
+0.9% +$348K 0.03% 463
2022
Q4 		$32.8M Buy
333,304
+4,299
+1% +$450K 0.02% 551
2022
Q3 		$36.4M Sell
329,005
-3,181
-1% -$390K 0.03% 492
2022
Q2 		$37.1M Buy
332,186
+53,319
+19% +$6.58M 0.03% 513
2022
Q1 		$39.2M Buy
278,867
+137
+0% +$18.4K 0.02% 542
2021
Q4 		$42.7M Buy
278,730
+8,058
+3% +$1.08M 0.03% 519
2021
Q3 		$31.1M Buy
270,672
+3,340
+1% +$397K 0.02% 640
2021
Q2 		$28.7M Buy
267,332
+8,106
+3% +$797K 0.02% 695
2021
Q1 		$22.3M Buy
259,226
+43,455
+20% +$3.61M 0.02% 828
2020
Q4 		$17.2M Buy
215,771
+6,701
+3% +$510K 0.01% 878
2020
Q3 		$14.7M Sell
209,070
-7,379
-3% -$500K 0.01% 840
2020
Q2 		$13.7M Buy
216,449
+870
+0.4% +$54K 0.01% 858
2020
Q1 		$13.6M Sell
215,579
-88,863
-29% -$6.35M 0.02% 725
2019
Q4 		$22M Buy
304,442
+56
+0% +$4K 0.02% 737
2019
Q3 		$21.4M Sell
304,386
-5,402
-2% -$367K 0.02% 711
2019
Q2 		$19.6M Sell
309,788
-1,018
-0.3% -$65.4K 0.02% 780
2019
Q1 		$20.2M Buy
310,806
+3,748
+1% +$240K 0.02% 772
2018
Q4 		$19M Sell
307,058
-5,572
-2% -$353K 0.02% 734
2018
Q3 		$19.8M Buy
312,630
+4,314
+1% +$280K 0.02% 864
2018
Q2 		$20M Buy
308,316
+3,247
+1% +$196K 0.02% 827
2018
Q1 		$17M Buy
305,069
+8,001
+3% +$437K 0.02% 895
2017
Q4 		$17.6M Buy
297,068
+38
+0% +$2.19K 0.02% 906
2017
Q3 		$16.2M Buy
297,030
+1,582
+0.5% +$79.4K 0.02% 932
2017
Q2 		$14.6M Buy
295,448
+10,997
+4% +$571K 0.01% 982
2017
Q1 		$15.6M Buy
284,451
+6,631
+2% +$371K 0.02% 889
2016
Q4 		$15.8M Sell
277,820
-366
-0.1% -$20.3K 0.02% 854
2016
Q3 		$16.5M Buy
278,186
+11,159
+4% +$714K 0.02% 785
2016
Q2 		$18.7M Buy
267,027
+67,399
+34% +$4.89M 0.03% 652
2016
Q1 		$15.7M Buy
199,628
+24,657
+14% +$1.79M 0.02% 715
2015
Q4 		$12.5M Buy
174,971
+5,931
+4% +$397K 0.02% 815
2015
Q3 		$10.6M Sell
169,040
-168,694
-50% -$10.4M 0.02% 883
2015
Q2 		$19.6M Sell
337,734
-2,414
-0.7% -$145K 0.03% 590
2015
Q1 		$21.3M Buy
340,148
+23,823
+8% +$1.48M 0.03% 520
2014
Q4 		$18.4M Buy
316,325
+4,008
+1% +$223K 0.03% 577
2014
Q3 		$15.5M Sell
312,317
-442
-0.1% -$22.7K 0.03% 635
2014
Q2 		$16.1M Buy
312,759
+1,431
+0.5% +$72.4K 0.03% 644
2014
Q1 		$15.2M Buy
311,328
+15,417
+5% +$719K 0.03% 653
2013
Q4 		$12.9M Buy
295,911
+22,381
+8% +$1.06M 0.02% 725
2013
Q3 		$13.8M Buy
273,530
+8,342
+3% +$391K 0.03% 630
2013
Q2 		$11.5M Buy
+265,188
New +$11.7M 0.03% 689

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Principal Financial Group's LSI Position: Q3 2023 in Review

Principal Financial Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 319,496 shares — an estimated $42.5M sold.

Principal Financial Group first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $44.1M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Principal Financial Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Principal Financial Group sold 319,496 Life Storage, Inc. shares in Q3 2023, an estimated $42.5M.
  • Principal Financial Group first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Principal Financial Group's Life Storage, Inc. position peaked at $44.1M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Principal Financial Group's 13F filing for Q3 2023, filed 2 Nov 2023.