Valley Wealth Managers’s Life Storage, Inc. LSI Stock Holding History

Valley Wealth Managers’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	-1	Closed	-$89	–	363
2023 Q1	$89	Sell	1 -39,183	-100%	-$4.53M	﹤0.01%	346
2022 Q4	$3.86M	Buy	39,184 +884	+2%	+$92.6K	0.36%	75
2022 Q3	$4.24M	Sell	38,300 -295	-0.8%	-$36.2K	0.42%	56
2022 Q2	$4.31M	Buy	38,595 +1,298	+3%	+$160K	0.4%	61
2022 Q1	$5.24M	Sell	37,297 -530	-1%	-$71.4K	0.44%	52
2021 Q4	$5.79M	Sell	37,827 -1,444	-4%	-$193K	0.46%	52
2021 Q3	$4.51M	Sell	39,271 -1,867	-5%	-$222K	0.39%	56
2021 Q2	$4.42M	Buy	41,138 +650	+2%	+$63.9K	0.37%	58
2021 Q1	$3.48M	Buy	40,488 +3,286	+9%	+$273K	0.31%	70
2020 Q4	$2.96M	Buy	37,202 +1,019	+3%	+$77.6K	0.29%	68
2020 Q3	$2.54M	Sell	36,183 -2,735	-7%	-$185K	0.28%	67
2020 Q2	$2.46M	Buy	+38,918	New	+$2.41M	0.28%	77

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

Valley Wealth Managers's LSI Position: Q2 2023 in Review

Valley Wealth Managers sold out of Life Storage, Inc. (LSI) in Q2 2023, closing a stake of 1 share — an estimated $89 sold.

Valley Wealth Managers first reported a position in LSI in Q2 2020 and held it in 12 quarters. The position peaked at $5.79M in Q4 2021. 433 funds tracked by Wall St. Rank hold LSI as of Q2 2023.

Valley Wealth Managers reported no remaining Life Storage, Inc. position as of Q2 2023 after selling out during the quarter.
Valley Wealth Managers sold 1 Life Storage, Inc. share in Q2 2023, an estimated $89.
Valley Wealth Managers first reported a position in Life Storage, Inc. in Q2 2020 and held it in 12 quarters.
Valley Wealth Managers's Life Storage, Inc. position peaked at $5.79M in Q4 2021.
433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2023.

Based on Valley Wealth Managers's 13F filing for Q2 2023, filed 28 Jul 2023.