Sumitomo Mitsui Trust Group
LSI

Sumitomo Mitsui Trust Group’s Life Storage, Inc. LSI Stock Holding History

Sumitomo Mitsui Trust 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
-397,704
Closed -$52.9M – 1175
2023
Q2 		$52.9M Sell
397,704
-13,215
-3% -$1.76M 0.04% 452
2023
Q1 		$53.9M Sell
410,919
-100,955
-20% -$11.7M 0.04% 472
2022
Q4 		$50.4M Buy
511,874
+407,010
+388% +$42.6M 0.04% 492
2022
Q3 		$11.6M Buy
104,864
+1,733
+2% +$213K 0.01% 777
2022
Q2 		$11.5M Sell
103,131
-6,901
-6% -$852K 0.01% 791
2022
Q1 		$15.5M Sell
110,032
-4,419
-4% -$595K 0.01% 758
2021
Q4 		$17.5M Buy
114,451
+288
+0.3% +$38.5K 0.01% 727
2021
Q3 		$13.1M Buy
114,163
+5,199
+5% +$618K 0.01% 749
2021
Q2 		$11.7M Sell
108,964
-11,806
-10% -$1.16M 0.01% 776
2021
Q1 		$10.4M Sell
120,770
-346,473
-74% -$28.8M 0.01% 779
2020
Q4 		$37.2M Buy
467,243
+322,715
+223% +$24.6M 0.02% 612
2020
Q3 		$10.1M Sell
144,528
-11,154
-7% -$756K 0.01% 759
2020
Q2 		$9.74M Buy
155,682
+12,939
+9% +$802K 0.01% 744
2020
Q1 		$8.9M Buy
142,743
+18,748
+15% +$1.34M 0.01% 728
2019
Q4 		$8.86M Buy
123,995
+27,738
+29% +$1.98M 0.01% 754
2019
Q3 		$6.76M Buy
96,257
+14,916
+18% +$1.01M 0.01% 759
2019
Q2 		$5.16M Buy
81,341
+36,975
+83% +$2.37M ﹤0.01% 765
2019
Q1 		$2.88M Sell
44,366
-27,435
-38% -$1.76M ﹤0.01% 757
2018
Q4 		$4.45M Buy
71,801
+44
+0.1% +$2.79K ﹤0.01% 702
2018
Q3 		$4.55M Buy
71,757
+489
+0.7% +$31.7K ﹤0.01% 710
2018
Q2 		$4.62M Buy
71,268
+4,578
+7% +$277K 0.01% 713
2018
Q1 		$3.71M Buy
66,690
+2,700
+4% +$147K ﹤0.01% 715
2017
Q4 		$3.8M Sell
63,990
-3,087
-5% -$177K ﹤0.01% 723
2017
Q3 		$3.66M Sell
67,077
-615
-0.9% -$30.9K 0.01% 715
2017
Q2 		$3.34M Sell
67,692
-63
-0.1% -$3.27K ﹤0.01% 718
2017
Q1 		$3.71M Sell
67,755
-2,055
-3% -$115K 0.01% 688
2016
Q4 		$3.97M Buy
69,810
+19,900
+40% +$1.1M 0.01% 685
2016
Q3 		$2.96M Sell
49,910
-114
-0.2% -$7.29K ﹤0.01% 692
2016
Q2 		$3.5M Buy
50,024
+6,008
+14% +$436K 0.01% 677
2016
Q1 		$3.46M Buy
44,016
+3,939
+10% +$287K 0.01% 687
2015
Q4 		$2.91M Buy
40,077
+1,803
+5% +$121K 0.01% 703
2015
Q3 		$2.41M Buy
38,274
+1,425
+4% +$88.1K ﹤0.01% 707
2015
Q2 		$2.12M Buy
36,849
+2,173
+6% +$130K ﹤0.01% 738
2015
Q1 		$2.17M Buy
34,676
+1,599
+5% +$99.3K ﹤0.01% 719
2014
Q4 		$1.94M Sell
33,077
-3,892
-11% -$217K ﹤0.01% 731
2014
Q3 		$1.83M Buy
36,969
+2,713
+8% +$139K ﹤0.01% 719
2014
Q2 		$1.76M Buy
34,256
+1,362
+4% +$68.9K ﹤0.01% 678
2014
Q1 		$1.61M Buy
32,894
+2,513
+8% +$117K ﹤0.01% 675
2013
Q4 		$1.33M Sell
30,381
-966
-3% -$45.5K ﹤0.01% 684
2013
Q3 		$1.57M Sell
31,347
-191
-0.6% -$8.96K ﹤0.01% 663
2013
Q2 		$1.35M Buy
+31,538
New +$1.39M ﹤0.01% 669

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group's LSI Position: Q3 2023 in Review

Sumitomo Mitsui Trust Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 397,704 shares — an estimated $52.9M sold.

Sumitomo Mitsui Trust Group first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $53.9M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 397,704 Life Storage, Inc. shares in Q3 2023, an estimated $52.9M.
  • Sumitomo Mitsui Trust Group first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Sumitomo Mitsui Trust Group's Life Storage, Inc. position peaked at $53.9M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2023, filed 30 Oct 2023.