Summit Securities Group’s Life Storage, Inc. LSI Stock Holding History

Summit Securities 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 Q2	–	Sell	-7,300	Closed	-$957K	–	1141
2023 Q1	$957K	Buy	+7,300	New	+$844K	0.08%	100
2022 Q3	–	Sell	-1	Closed	–	–	1233
2022 Q2	$0	Buy	+1	New	+$123	﹤0.01%	1292

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

Summit Securities Group's LSI Position: Q2 2023 in Review

Summit Securities Group sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 7,300 shares — an estimated $957K sold.

Summit Securities Group first reported a position in LSI in Q2 2022 and held it in 2 quarters. The position peaked at $957K in Q1 2023. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Summit Securities Group reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Summit Securities Group sold 7,300 Life Storage, Inc. shares in Q2 2023, an estimated $957K.
Summit Securities Group first reported a position in Life Storage, Inc. in Q2 2022 and held it in 2 quarters.
Summit Securities Group's Life Storage, Inc. position peaked at $957K in Q1 2023.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.