Weld Capital Management’s Life Storage, Inc. LSI Stock Holding History

Weld Capital 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
2021 Q3	–	Sell	-3,286	Closed	-$353K	–	207
2021 Q2	$353K	Buy	+3,286	New	+$323K	0.36%	114
2020 Q4	–	Sell	-2,972	Closed	-$209K	–	730
2020 Q3	$209K	Sell	2,972 -34,888	-92%	-$2.36M	0.08%	379
2020 Q2	$2.4M	Buy	+37,860	New	+$2.35M	0.94%	2
2019 Q2	–	Sell	-15,725	Closed	-$1.02M	–	977
2019 Q1	$1.02M	Buy	+15,725	New	+$1.01M	0.19%	207

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Weld Capital Management's LSI Position: Q3 2021 in Review

Weld Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2021, closing a stake of 3,286 shares — an estimated $353K sold.

Weld Capital Management first reported a position in LSI in Q1 2019 and held it in 4 quarters. The position peaked at $2.4M in Q2 2020. 382 funds tracked by Wall St. Rank hold LSI as of Q3 2021.

Weld Capital Management reported no remaining Life Storage, Inc. position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 3,286 Life Storage, Inc. shares in Q3 2021, an estimated $353K.
Weld Capital Management first reported a position in Life Storage, Inc. in Q1 2019 and held it in 4 quarters.
Weld Capital Management's Life Storage, Inc. position peaked at $2.4M in Q2 2020.
382 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.