YMRC
LSI

Yorktown Management & Research Company’s Life Storage, Inc. LSI Stock Holding History

Yorktown Management & Research Company’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
-2,500
Closed -$277K – 225
2022
Q3 		$277K Buy
+2,500
New +$307K 0.36% 119
2019
Q3 		– Sell
-15,450
Closed -$979K – 350
2019
Q2 		$979K Buy
15,450
+6,300
+69% +$404K 0.37% 68
2019
Q1 		$593K Buy
+9,150
New +$586K 0.19% 134

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $9.67B AUM 5.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Yorktown Management & Research Company's LSI Position: Q4 2022 in Review

Yorktown Management & Research Company sold out of Life Storage, Inc. (LSI) in Q4 2022, closing a stake of 2,500 shares — an estimated $277K sold.

Yorktown Management & Research Company first reported a position in LSI in Q1 2019 and held it in 3 quarters. The position peaked at $979K in Q2 2019. 435 funds tracked by Wall St. Rank hold LSI as of Q4 2022.

  • Yorktown Management & Research Company reported no remaining Life Storage, Inc. position as of Q4 2022 after selling out during the quarter.
  • Yorktown Management & Research Company sold 2,500 Life Storage, Inc. shares in Q4 2022, an estimated $277K.
  • Yorktown Management & Research Company first reported a position in Life Storage, Inc. in Q1 2019 and held it in 3 quarters.
  • Yorktown Management & Research Company's Life Storage, Inc. position peaked at $979K in Q2 2019.
  • 435 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2022.

Based on Yorktown Management & Research Company's 13F filing for Q4 2022, filed 26 Jan 2023.