ST
LSI

Sageworth Trust’s Life Storage, Inc. LSI Stock Holding History

Sageworth Trust’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
2022
Q1 		– Sell
-90
Closed -$14K – 838
2021
Q4 		$14K Sell
90
-300
-77% -$40.1K ﹤0.01% 230
2021
Q3 		$45K Hold
390
– – ﹤0.01% 204
2021
Q2 		$42K Buy
+390
New +$38.4K ﹤0.01% 262

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Sageworth Trust's LSI Position: Q1 2022 in Review

Sageworth Trust sold out of Life Storage, Inc. (LSI) in Q1 2022, closing a stake of 90 shares — an estimated $14K sold.

Sageworth Trust first reported a position in LSI in Q2 2021 and held it in 3 quarters. The position peaked at $45K in Q3 2021. 418 funds tracked by Wall St. Rank hold LSI as of Q1 2022.

  • Sageworth Trust reported no remaining Life Storage, Inc. position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 90 Life Storage, Inc. shares in Q1 2022, an estimated $14K.
  • Sageworth Trust first reported a position in Life Storage, Inc. in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Life Storage, Inc. position peaked at $45K in Q3 2021.
  • 418 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.