Wilen Investment Management’s Life Storage, Inc. LSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $330K | Sell |
3,032
-50
| -2% | -$6.14K | 0.34% | 37 |
|
|
2022
Q2 | $339K | Hold |
3,082
| – | – | 0.29% | 37 |
|
|
2022
Q1 | $428K | Buy |
+3,082
| New | +$415K | 0.32% | 38 |
|
|
2021
Q4 | – | Sell |
-3,082
| Closed | -$351K | – | 93 |
|
|
2021
Q3 | $351K | Hold |
3,082
| – | – | 0.29% | 44 |
|
|
2021
Q2 | $327K | Hold |
3,082
| – | – | 0.28% | 43 |
|
|
2021
Q1 | $262K | Sell |
3,082
-1
| -0% | -$83 | 0.23% | 49 |
|
|
2020
Q4 | $245K | Sell |
3,083
-67
| -2% | -$5.1K | 0.25% | 46 |
|
|
2020
Q3 | $241K | Buy |
+3,150
| New | +$213K | 0.26% | 47 |
|
|
2020
Q1 | – | Sell |
-4,200
| Closed | -$300K | – | 61 |
|
|
2019
Q4 | $300K | Hold |
4,200
| – | – | 0.23% | 48 |
|
|
2019
Q3 | $291K | Sell |
4,200
-300
| -7% | -$20.4K | 0.23% | 47 |
|
|
2019
Q2 | $282K | Hold |
4,500
| – | – | 0.22% | 49 |
|
|
2019
Q1 | $288K | Hold |
4,500
| – | – | 0.22% | 49 |
|
|
2018
Q4 | $276K | Sell |
4,500
-750
| -14% | -$47.5K | 0.24% | 44 |
|
|
2018
Q3 | $329K | Sell |
5,250
-150
| -3% | -$9.72K | 0.22% | 51 |
|
|
2018
Q2 | $346K | Sell |
5,400
-300
| -5% | -$18.1K | 0.22% | 49 |
|
|
2018
Q1 | $312K | Hold |
5,700
| – | – | 0.21% | 51 |
|
|
2017
Q4 | $334K | Hold |
5,700
| – | – | 0.22% | 49 |
|
|
2017
Q3 | $300K | Hold |
5,700
| – | – | 0.18% | 52 |
|
|
2017
Q2 | $277K | Hold |
5,700
| – | – | 0.17% | 50 |
|
|
2017
Q1 | $308K | Sell |
5,700
-150
| -3% | -$8.4K | 0.19% | 48 |
|
|
2016
Q4 | $328K | Hold |
5,850
| – | – | 0.2% | 48 |
|
|
2016
Q3 | $343K | Hold |
5,850
| – | – | 0.23% | 50 |
|
|
2016
Q2 | $406K | Hold |
5,850
| – | – | 0.27% | 49 |
|
|
2016
Q1 | $452K | Hold |
5,850
| – | – | 0.31% | 43 |
|
|
2015
Q4 | $413K | Hold |
5,850
| – | – | 0.3% | 46 |
|
|
2015
Q3 | $363K | Hold |
5,850
| – | – | 0.26% | 48 |
|
|
2015
Q2 | $331K | Hold |
5,850
| – | – | 0.22% | 54 |
|
|
2015
Q1 | $363K | Hold |
5,850
| – | – | 0.25% | 50 |
|
|
2014
Q4 | $335K | Hold |
5,850
| – | – | 0.22% | 54 |
|
|
2014
Q3 | $285K | Hold |
5,850
| – | – | 0.18% | 60 |
|
|
2014
Q2 | $296K | Sell |
5,850
-750
| -11% | -$38K | 0.17% | 63 |
|
|
2014
Q1 | $317K | Hold |
6,600
| – | – | 0.19% | 63 |
|
|
2013
Q4 | $282K | Hold |
6,600
| – | – | 0.18% | 60 |
|
|
2013
Q3 | $326K | Sell |
6,600
-450
| -6% | -$21.1K | 0.22% | 61 |
|
|
2013
Q2 | $301K | Buy |
+7,050
| New | +$312K | 0.22% | 62 |
|
Other funds holding LSI
CIM
Wilen Investment Management's LSI Position: Q3 2022 in Review
Wilen Investment Management reduced its Life Storage, Inc. (LSI) stake by 1.6% in Q3 2022, selling an estimated $6.14K and leaving 3,032 shares worth $330K. The position accounts for 0.34% of the portfolio, ranked #37.
Wilen Investment Management first reported a position in LSI in Q2 2013 and has held it in 35 quarters since. The position peaked at $452K in Q1 2016. 417 funds tracked by Wall St. Rank hold LSI as of Q3 2022.
- Wilen Investment Management held 3,032 shares of Life Storage, Inc. worth $330K as of Q3 2022.
- Wilen Investment Management sold 50 Life Storage, Inc. shares in Q3 2022, an estimated $6.14K.
- Life Storage, Inc. made up 0.34% of Wilen Investment Management's portfolio in Q3 2022, its #37 holding.
- Wilen Investment Management first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 35 quarters since.
- Wilen Investment Management's Life Storage, Inc. position peaked at $452K in Q1 2016.
- 417 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2022.
Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.