WRF
LSI

Waddell & Reed Financial’s Life Storage, Inc. LSI Stock Holding History

Waddell & Reed Financial’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
2018
Q2 		– Sell
-61,800
Closed -$3.44M – 584
2018
Q1 		$3.44M Sell
61,800
-105,675
-63% -$5.77M 0.01% 486
2017
Q4 		$9.95M Sell
167,475
-109,050
-39% -$6.27M 0.02% 416
2017
Q3 		$15.1M Sell
276,525
-318,600
-54% -$16M 0.03% 361
2017
Q2 		$29.4M Hold
595,125
– – 0.06% 305
2017
Q1 		$32.6M Sell
595,125
-88,500
-13% -$4.96M 0.07% 291
2016
Q4 		$38.9M Buy
683,625
+507,975
+289% +$28.2M 0.09% 252
2016
Q3 		$10.4M Buy
+175,650
New +$11.2M 0.02% 409

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return