SSG
LSI

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
-56,100
Closed -$7.35M – 1142
2023
Q1 		$7.35M Buy
+56,100
New +$6.49M 0.6% 32

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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. 434 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.
  • 434 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.