Aviva
LSI

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

Aviva’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
-20,014
Closed -$2.66M – 1031
2023
Q2 		$2.66M Hold
20,014
– – 0.01% 590
2023
Q1 		$2.62M Sell
20,014
-45,045
-69% -$5.21M 0.01% 638
2022
Q4 		$6.41M Hold
65,059
– – 0.03% 536
2022
Q3 		$7.21M Hold
65,059
– – 0.04% 500
2022
Q2 		$7.26M Hold
65,059
– – 0.04% 506
2022
Q1 		$9.14M Hold
65,059
– – 0.05% 452
2021
Q4 		$9.97M Hold
65,059
– – 0.04% 397
2021
Q3 		$7.46M Hold
65,059
– – 0.03% 467
2021
Q2 		$6.98M Hold
65,059
– – 0.03% 490
2021
Q1 		$5.59M Buy
+65,059
New +$5.41M 0.03% 502
2018
Q1 		– Sell
-208,215
Closed -$12.4M – 731
2017
Q4 		$12.4M Sell
208,215
-14,916
-7% -$858K 0.07% 285
2017
Q3 		$12.2M Sell
223,131
-86,292
-28% -$4.33M 0.07% 310
2017
Q2 		$15.3M Buy
309,423
+179,242
+138% +$9.31M 0.09% 264
2017
Q1 		$7.13M Buy
130,181
+36,936
+40% +$2.07M 0.04% 450
2016
Q4 		$5.3M Buy
+93,245
New +$5.17M 0.03% 552

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

Aviva's LSI Position: Q3 2023 in Review

Aviva sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 20,014 shares — an estimated $2.66M sold.

Aviva first reported a position in LSI in Q4 2016 and held it in 15 quarters. The position peaked at $15.3M in Q2 2017. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Aviva reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Aviva sold 20,014 Life Storage, Inc. shares in Q3 2023, an estimated $2.66M.
  • Aviva first reported a position in Life Storage, Inc. in Q4 2016 and held it in 15 quarters.
  • Aviva's Life Storage, Inc. position peaked at $15.3M in Q2 2017.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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