SFS
LSI

Sowell Financial Services’s Life Storage, Inc. LSI Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-75
Closed -$7K – 2991
2021
Q1 		$7K Hold
75
– – ﹤0.01% 2496
2020
Q4 		$6K Sell
75
-24
-24% -$1.83K ﹤0.01% 2242
2020
Q3 		$7K Buy
99
+24
+32% +$1.63K ﹤0.01% 1922
2020
Q2 		$5K Sell
75
-72
-49% -$4.46K ﹤0.01% 1928
2020
Q1 		$9K Buy
147
+72
+96% +$5.14K ﹤0.01% 1661
2019
Q4 		$5K Hold
75
– – ﹤0.01% 1932
2019
Q3 		$5K Buy
+75
New +$5.1K ﹤0.01% 1792

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's LSI Position: Q2 2021 in Review

Sowell Financial Services sold out of Life Storage, Inc. (LSI) in Q2 2021, closing a stake of 75 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in LSI in Q3 2019 and held it in 7 quarters. The position peaked at $9K in Q1 2020. 370 funds tracked by Wall St. Rank hold LSI as of Q2 2021.

  • Sowell Financial Services reported no remaining Life Storage, Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 75 Life Storage, Inc. shares in Q2 2021, an estimated $7K.
  • Sowell Financial Services first reported a position in Life Storage, Inc. in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Life Storage, Inc. position peaked at $9K in Q1 2020.
  • 370 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.