AG
LSI

Algert Global’s Life Storage, Inc. LSI Stock Holding History

Algert Global’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
Q3 		– Sell
-36,436
Closed -$4.84M – 1304
2023
Q2 		$4.84M Sell
36,436
-36,578
-50% -$4.87M 0.21% 126
2023
Q1 		$9.57M Buy
73,014
+26,102
+56% +$3.02M 0.45% 8
2022
Q4 		$4.62M Buy
46,912
+625
+1% +$65.5K 0.26% 87
2022
Q3 		$5.13M Buy
46,287
+4,907
+12% +$602K 0.31% 41
2022
Q2 		$4.62M Buy
41,380
+13,361
+48% +$1.65M 0.35% 26
2022
Q1 		$3.94M Buy
28,019
+4,687
+20% +$631K 0.26% 64
2021
Q4 		$3.57M Sell
23,332
-757
-3% -$101K 0.45% 11
2021
Q3 		$2.76M Buy
24,089
+18,931
+367% +$2.25M 0.37% 22
2021
Q2 		$554K Buy
5,158
+220
+4% +$21.6K 0.19% 175
2021
Q1 		$424K Buy
+4,938
New +$411K 0.14% 236
2020
Q2 		– Sell
-14,790
Closed -$932K – 523
2020
Q1 		$932K Buy
14,790
+11,520
+352% +$823K 0.39% 83
2019
Q4 		$236K Buy
+3,270
New +$234K 0.07% 297

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Algert Global's LSI Position: Q3 2023 in Review

Algert Global sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 36,436 shares — an estimated $4.84M sold.

Algert Global first reported a position in LSI in Q4 2019 and held it in 12 quarters. The position peaked at $9.57M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Algert Global reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Algert Global sold 36,436 Life Storage, Inc. shares in Q3 2023, an estimated $4.84M.
  • Algert Global first reported a position in Life Storage, Inc. in Q4 2019 and held it in 12 quarters.
  • Algert Global's Life Storage, Inc. position peaked at $9.57M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Algert Global's 13F filing for Q3 2023, filed 13 Nov 2023.