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 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

Thoroughbred Financial Services's LSI Position: Q2 2023 in Review

Thoroughbred Financial Services sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 9,780 shares — an estimated $1.28M sold.

Thoroughbred Financial Services first reported a position in LSI in Q4 2021 and held it in 6 quarters. The position peaked at $1.28M in Q1 2023. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Thoroughbred Financial Services reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Thoroughbred Financial Services sold 9,780 Life Storage, Inc. shares in Q2 2023, an estimated $1.28M.
Thoroughbred Financial Services first reported a position in Life Storage, Inc. in Q4 2021 and held it in 6 quarters.
Thoroughbred Financial Services's Life Storage, Inc. position peaked at $1.28M in Q1 2023.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Thoroughbred Financial Services's 13F filing for Q2 2023, filed 3 Aug 2023.