TFS
LSI

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

Thoroughbred Financial Services’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
-9,780
Closed -$1.28M – 436
2023
Q1 		$1.28M Buy
9,780
+192
+2% +$22.2K 0.19% 130
2022
Q4 		$944K Buy
9,588
+329
+4% +$34.5K 0.15% 153
2022
Q3 		$1.02M Buy
9,259
+1,010
+12% +$124K 0.2% 123
2022
Q2 		$921K Buy
8,249
+222
+3% +$27.4K 0.17% 146
2022
Q1 		$1.13M Buy
8,027
+4,188
+109% +$564K 0.18% 131
2021
Q4 		$588K Buy
+3,839
New +$513K 0.12% 169

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $1.47T 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 $50.9B AUM 42.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return