Vanguard Personalized Indexing Management
LSI

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