WFMPM
LSI

Woodley Farra Manion Portfolio Management’s Life Storage, Inc. LSI Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-335
Closed -$21K – 426
2020
Q2 		$21K Hold
335
– – ﹤0.01% 229
2020
Q1 		$21K Hold
335
– – ﹤0.01% 227
2019
Q4 		$24K Buy
+335
New +$23.9K ﹤0.01% 232

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's LSI Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Life Storage, Inc. (LSI) in Q3 2020, closing a stake of 335 shares — an estimated $21K sold.

Woodley Farra Manion Portfolio Management first reported a position in LSI in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 330 funds tracked by Wall St. Rank hold LSI as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Life Storage, Inc. position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 335 Life Storage, Inc. shares in Q3 2020, an estimated $21K.
  • Woodley Farra Manion Portfolio Management first reported a position in Life Storage, Inc. in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Life Storage, Inc. position peaked at $24K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.