Ray Dalio
LSI

Ray Dalio’s Life Storage, Inc. LSI Stock Holding History

Ray Dalio’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
-34,721
Closed -$4.55M – 784
2023
Q1 		$4.55M Sell
34,721
-104,569
-75% -$12.1M 0.03% 326
2022
Q4 		$13.7M Sell
139,290
-7,108
-5% -$745K 0.07% 202
2022
Q3 		$16.2M Buy
146,398
+509
+0.3% +$62.5K 0.08% 177
2022
Q2 		$16.3M Buy
145,889
+89,896
+161% +$11.1M 0.07% 242
2022
Q1 		$7.86M Buy
+55,993
New +$7.54M 0.03% 353

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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

Ray Dalio's LSI Position: Q2 2023 in Review

Ray Dalio sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 34,721 shares — an estimated $4.55M sold.

Ray Dalio first reported a position in LSI in Q1 2022 and held it in 5 quarters. The position peaked at $16.3M in Q2 2022. 434 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

  • Ray Dalio reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
  • Ray Dalio sold 34,721 Life Storage, Inc. shares in Q2 2023, an estimated $4.55M.
  • Ray Dalio first reported a position in Life Storage, Inc. in Q1 2022 and held it in 5 quarters.
  • Ray Dalio's Life Storage, Inc. position peaked at $16.3M in Q2 2022.
  • 434 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Bridgewater Associates's 13F filing for Q2 2023, filed 11 Aug 2023.