Ameriprise
LSI

Ameriprise’s Life Storage, Inc. LSI Stock Holding History

Ameriprise’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
-539,402
Closed -$71.7M – 4025
2023
Q2 		$71.7M Sell
539,402
-73,159
-12% -$9.73M 0.02% 619
2023
Q1 		$80.3M Sell
612,561
-38,088
-6% -$4.41M 0.03% 569
2022
Q4 		$64.1M Sell
650,649
-108,917
-14% -$11.4M 0.02% 632
2022
Q3 		$84.4M Buy
759,566
+62,476
+9% +$7.67M 0.03% 508
2022
Q2 		$77.7M Sell
697,090
-67,811
-9% -$8.37M 0.03% 565
2022
Q1 		$104M Sell
764,901
-26,459
-3% -$3.56M 0.03% 519
2021
Q4 		$117M Buy
791,360
+27,099
+4% +$3.62M 0.03% 513
2021
Q3 		$87.7M Sell
764,261
-152,298
-17% -$18.1M 0.03% 558
2021
Q2 		$98.4M Buy
916,559
+37,635
+4% +$3.7M 0.03% 535
2021
Q1 		$75.5M Sell
878,924
-186,649
-18% -$15.5M 0.03% 602
2020
Q4 		$84.8M Buy
1,065,573
+75,360
+8% +$5.74M 0.03% 529
2020
Q3 		$69.5M Buy
990,213
+29,467
+3% +$2M 0.03% 531
2020
Q2 		$60.8M Buy
960,746
+227,586
+31% +$14.1M 0.03% 548
2020
Q1 		$46.2M Sell
733,160
-83,209
-10% -$5.95M 0.02% 575
2019
Q4 		$58.9M Buy
816,369
+330,996
+68% +$23.7M 0.02% 625
2019
Q3 		$34.1M Buy
485,373
+94,767
+24% +$6.44M 0.02% 826
2019
Q2 		$24.8M Sell
390,606
-19,425
-5% -$1.25M 0.01% 1022
2019
Q1 		$26.6M Sell
410,031
-159,761
-28% -$10.2M 0.01% 961
2018
Q4 		$35.3M Buy
569,792
+158,349
+38% +$10M 0.02% 760
2018
Q3 		$26.1M Buy
411,443
+114,369
+38% +$7.41M 0.01% 1108
2018
Q2 		$19.3M Buy
297,074
+101,790
+52% +$6.15M 0.01% 1206
2018
Q1 		$10.9M Sell
195,284
-3,598
-2% -$197K ﹤0.01% 1599
2017
Q4 		$11.8M Sell
198,882
-7,689
-4% -$442K 0.01% 1485
2017
Q3 		$11.3M Sell
206,571
-31,719
-13% -$1.59M 0.01% 1483
2017
Q2 		$11.8M Buy
238,290
+29,170
+14% +$1.51M 0.01% 1415
2017
Q1 		$11.4M Sell
209,120
-6,207
-3% -$348K 0.01% 1421
2016
Q4 		$12.2M Sell
215,327
-72,145
-25% -$4M 0.01% 1361
2016
Q3 		$17M Sell
287,472
-54,704
-16% -$3.5M 0.01% 1035
2016
Q2 		$23.9M Sell
342,176
-113,655
-25% -$8.25M 0.01% 813
2016
Q1 		$35.8M Sell
455,831
-18,643
-4% -$1.36M 0.02% 609
2015
Q4 		$33.9M Sell
474,474
-8,385
-2% -$561K 0.02% 626
2015
Q3 		$30.4M Sell
482,859
-105,720
-18% -$6.54M 0.02% 686
2015
Q2 		$34.1M Sell
588,579
-99,996
-15% -$5.99M 0.02% 689
2015
Q1 		$43.1M Buy
688,575
+119,862
+21% +$7.44M 0.02% 583
2014
Q4 		$33.1M Sell
568,713
-16,592
-3% -$923K 0.02% 698
2014
Q3 		$29M Sell
585,305
-1,971
-0.3% -$101K 0.02% 750
2014
Q2 		$30.2M Buy
587,276
+105,024
+22% +$5.32M 0.02% 777
2014
Q1 		$23.6M Buy
482,252
+79,794
+20% +$3.72M 0.01% 892
2013
Q4 		$17.5M Buy
402,458
+195,294
+94% +$9.21M 0.01% 1093
2013
Q3 		$10.5M Buy
207,164
+3,248
+2% +$152K 0.01% 1439
2013
Q2 		$8.81M Buy
+203,916
New +$9.01M 0.01% 1512

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Ameriprise's LSI Position: Q3 2023 in Review

Ameriprise sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 539,402 shares — an estimated $71.7M sold.

Ameriprise first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $117M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Ameriprise reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Ameriprise sold 539,402 Life Storage, Inc. shares in Q3 2023, an estimated $71.7M.
  • Ameriprise first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Ameriprise's Life Storage, Inc. position peaked at $117M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Ameriprise's 13F filing for Q3 2023, filed 14 Nov 2023.