Summit Global Investments’s Life Storage, Inc. LSI Stock Holding History

Summit Global Investments’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 Q1	–	Sell	-6,223	Closed	-$613K	–	590
2022 Q4	$613K	Buy	6,223 +1,508	+32%	+$158K	0.05%	281
2022 Q3	$522K	Hold	4,715	–	–	0.05%	303
2022 Q2	$526K	Sell	4,715 -4,485	-49%	-$554K	0.05%	304
2022 Q1	$1.29M	Sell	9,200 -13,081	-59%	-$1.76M	0.1%	195
2021 Q4	$3.41M	Buy	22,281 +4,946	+29%	+$661K	0.22%	96
2021 Q3	$1.99M	Sell	17,335 -297	-2%	-$35.3K	0.15%	127
2021 Q2	$1.89M	Sell	17,632 -1,957	-10%	-$192K	0.11%	142
2021 Q1	$1.68M	Sell	19,589 -1,798	-8%	-$149K	0.11%	145
2020 Q4	$1.7M	Buy	21,387 +172	+0.8%	+$13.1K	0.17%	105
2020 Q3	$1.49M	Buy	21,215 +815	+4%	+$55.2K	0.15%	99
2020 Q2	$1.29M	Buy	20,400 +9,000	+79%	+$558K	0.15%	104
2020 Q1	$719K	Buy	+11,400	New	+$815K	0.1%	122

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Summit Global Investments's LSI Position: Q1 2023 in Review

Summit Global Investments sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 6,223 shares — an estimated $613K sold.

Summit Global Investments first reported a position in LSI in Q1 2020 and held it in 12 quarters. The position peaked at $3.41M in Q4 2021. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Summit Global Investments reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
Summit Global Investments sold 6,223 Life Storage, Inc. shares in Q1 2023, an estimated $613K.
Summit Global Investments first reported a position in Life Storage, Inc. in Q1 2020 and held it in 12 quarters.
Summit Global Investments's Life Storage, Inc. position peaked at $3.41M in Q4 2021.
449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.