Y-Intercept (HK)’s Life Storage, Inc. LSI Stock Holding History

Y-Intercept (HK)’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
2023 Q1	–	Sell	-9,130	Closed	-$899K	–	1651
2022 Q4	$899K	Sell	9,130 -728	-7%	-$76.3K	0.13%	228
2022 Q3	$1.09M	Buy	9,858 +4,879	+98%	+$599K	0.11%	283
2022 Q2	$556K	Buy	+4,979	New	+$615K	0.07%	395
2021 Q4	–	Sell	-5,665	Closed	-$650K	–	946
2021 Q3	$650K	Buy	+5,665	New	+$674K	0.12%	273
2021 Q2	–	Sell	-2,438	Closed	-$211K	–	966
2021 Q1	$211K	Buy	+2,438	New	+$203K	0.06%	545

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

TAL

TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return

Y-Intercept (HK)'s LSI Position: Q1 2023 in Review

Y-Intercept (HK) sold out of Life Storage, Inc. (LSI) in Q1 2023, closing a stake of 9,130 shares — an estimated $899K sold.

Y-Intercept (HK) first reported a position in LSI in Q1 2021 and held it in 5 quarters. The position peaked at $1.09M in Q3 2022. 449 funds tracked by Wall St. Rank hold LSI as of Q1 2023.

Y-Intercept (HK) reported no remaining Life Storage, Inc. position as of Q1 2023 after selling out during the quarter.
Y-Intercept (HK) sold 9,130 Life Storage, Inc. shares in Q1 2023, an estimated $899K.
Y-Intercept (HK) first reported a position in Life Storage, Inc. in Q1 2021 and held it in 5 quarters.
Y-Intercept (HK)'s Life Storage, Inc. position peaked at $1.09M in Q3 2022.
449 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2023.

Based on Y-Intercept (HK)'s 13F filing for Q1 2023, filed 9 May 2023.