SFM
LSI

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

Systematic Financial Management’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
2018
Q4 		– Sell
-5,820
Closed -$369K – 696
2018
Q3 		$369K Buy
5,820
+562
+11% +$36.4K 0.01% 622
2018
Q2 		$341K Hold
5,258
– – 0.01% 606
2018
Q1 		$293K Hold
5,258
– – 0.01% 614
2017
Q4 		$312K Buy
+5,258
New +$302K 0.01% 607
2016
Q2 		– Sell
-42,360
Closed -$3.33M – 656
2016
Q1 		$3.33M Sell
42,360
-123,930
-75% -$9.02M 0.04% 295
2015
Q4 		$11.9M Buy
+166,290
New +$11.1M 0.13% 163

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Systematic Financial Management's LSI Position: Q4 2018 in Review

Systematic Financial Management sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 5,820 shares — an estimated $369K sold.

Systematic Financial Management first reported a position in LSI in Q4 2015 and held it in 6 quarters. The position peaked at $11.9M in Q4 2015. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

  • Systematic Financial Management reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
  • Systematic Financial Management sold 5,820 Life Storage, Inc. shares in Q4 2018, an estimated $369K.
  • Systematic Financial Management first reported a position in Life Storage, Inc. in Q4 2015 and held it in 6 quarters.
  • Systematic Financial Management's Life Storage, Inc. position peaked at $11.9M in Q4 2015.
  • 292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Systematic Financial Management's 13F filing for Q4 2018, filed 13 Feb 2019.