WG
LSI

Winton Group’s Life Storage, Inc. LSI Stock Holding History

Winton Group’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
2022
Q4 		– Sell
-5,330
Closed -$590K – 1068
2022
Q3 		$590K Buy
+5,330
New +$654K 0.04% 592
2022
Q2 		– Sell
-20,742
Closed -$2.91M – 1121
2022
Q1 		$2.91M Buy
20,742
+10,467
+102% +$1.41M 0.15% 144
2021
Q4 		$1.57M Sell
10,275
-9,103
-47% -$1.22M 0.1% 308
2021
Q3 		$2.22M Sell
19,378
-108,646
-85% -$12.9M 0.12% 149
2021
Q2 		$13.7M Buy
128,024
+14,569
+13% +$1.43M 0.74% 10
2021
Q1 		$9.75M Buy
113,455
+97,418
+607% +$8.1M 0.56% 16
2020
Q4 		$1.28M Sell
16,037
-19,051
-54% -$1.45M 0.09% 283
2020
Q3 		$2.46M Buy
35,088
+2,860
+9% +$194K 0.08% 429
2020
Q2 		$2.04M Sell
32,228
-174,603
-84% -$10.8M 0.05% 639
2020
Q1 		$13M Sell
206,831
-160,728
-44% -$11.5M 0.34% 27
2019
Q4 		$26.5M Sell
367,559
-271,153
-42% -$19.4M 0.37% 15
2019
Q3 		$44.9M Buy
638,712
+249,687
+64% +$17M 0.53% 35
2019
Q2 		$24.7M Buy
389,025
+96,336
+33% +$6.18M 0.48% 61
2019
Q1 		$19M Buy
292,689
+20,338
+7% +$1.3M 0.38% 90
2018
Q4 		$16.9M Buy
+272,351
New +$17.3M 0.36% 86

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winton Group's LSI Position: Q4 2022 in Review

Winton Group sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 5,330 shares — an estimated $590K sold.

Winton Group first reported a position in LSI in Q4 2018 and held it in 15 quarters. The position peaked at $44.9M in Q3 2019. 433 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Winton Group reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Winton Group sold 5,330 Life Storage, Inc. shares in Q4 2022, an estimated $590K.
  • Winton Group first reported a position in Life Storage, Inc. in Q4 2018 and held it in 15 quarters.
  • Winton Group's Life Storage, Inc. position peaked at $44.9M in Q3 2019.
  • 433 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Winton Group's 13F filing for Q4 2022, filed 14 Feb 2023.