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

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