Vanguard Personalized Indexing Management’s Life Storage, Inc. LSI Stock Holding History

Vanguard Personalized Indexing 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
2023 Q3	–	Sell	-5,868	Closed	-$780K	–	1573
2023 Q2	$780K	Buy	5,868 +238	+4%	+$31.7K	0.02%	689
2023 Q1	$738K	Buy	5,630 +1,920	+52%	+$222K	0.03%	682
2022 Q4	$365K	Sell	3,710 -1,972	-35%	-$207K	0.02%	904
2022 Q3	$629K	Sell	5,682 -8	-0.1%	-$982	0.03%	688
2022 Q2	$635K	Sell	5,690 -67	-1%	-$8.27K	0.03%	698
2022 Q1	$808K	Buy	5,757 +2,137	+59%	+$288K	0.04%	584
2021 Q4	$555K	Buy	3,620 +440	+14%	+$58.8K	0.03%	663
2021 Q3	$365K	Buy	3,180 +141	+5%	+$16.8K	0.03%	681
2021 Q2	$326K	Buy	+3,039	New	+$299K	0.03%	695

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Vanguard Personalized Indexing Management's LSI Position: Q3 2023 in Review

Vanguard Personalized Indexing Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,868 shares — an estimated $780K sold.

Vanguard Personalized Indexing Management first reported a position in LSI in Q2 2021 and held it in 9 quarters. The position peaked at $808K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Vanguard Personalized Indexing Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 5,868 Life Storage, Inc. shares in Q3 2023, an estimated $780K.
Vanguard Personalized Indexing Management first reported a position in Life Storage, Inc. in Q2 2021 and held it in 9 quarters.
Vanguard Personalized Indexing Management's Life Storage, Inc. position peaked at $808K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q3 2023, filed 8 Nov 2023.