SLF
LSI

Sun Life Financial’s Life Storage, Inc. LSI Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-6,881
Closed -$484K – 601
2019
Q3 		$484K Buy
6,881
+1,065
+18% +$72.4K 0.12% 101
2019
Q2 		$369K Hold
5,816
– – 0.09% 133
2019
Q1 		$377K Sell
5,816
-619
-10% -$39.7K 0.08% 135
2018
Q4 		$399K Sell
6,435
-1,422
-18% -$90.1K 0.08% 123
2018
Q3 		$498K Buy
7,857
+702
+10% +$45.5K 0.09% 124
2018
Q2 		$464K Buy
+7,155
New +$432K 0.07% 133

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sun Life Financial's LSI Position: Q4 2019 in Review

Sun Life Financial sold out of Life Storage, Inc. (LSI) in Q4 2019, closing a stake of 6,881 shares — an estimated $484K sold.

Sun Life Financial first reported a position in LSI in Q2 2018 and held it in 6 quarters. The position peaked at $498K in Q3 2018. 332 funds tracked by Wall St. Rank hold LSI as of Q4 2019.

  • Sun Life Financial reported no remaining Life Storage, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 6,881 Life Storage, Inc. shares in Q4 2019, an estimated $484K.
  • Sun Life Financial first reported a position in Life Storage, Inc. in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Life Storage, Inc. position peaked at $498K in Q3 2018.
  • 332 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.