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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return