Axa
LSI

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

Axa’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
-145,234
Closed -$19.3M – 1182
2023
Q2 		$19.3M Sell
145,234
-36,220
-20% -$4.82M 0.06% 297
2023
Q1 		$23.8M Buy
181,454
+32,300
+22% +$3.74M 0.08% 265
2022
Q4 		$14.7M Sell
149,154
-4,905
-3% -$514K 0.05% 360
2022
Q3 		$17.1M Buy
154,059
+4,846
+3% +$595K 0.07% 310
2022
Q2 		$16.7M Buy
149,213
+32,604
+28% +$4.03M 0.06% 331
2022
Q1 		$16.4M Hold
116,609
– – 0.05% 395
2021
Q4 		$17.9M Sell
116,609
-1,346
-1% -$180K 0.05% 387
2021
Q3 		$13.5M Buy
+117,955
New +$14M 0.04% 415
2020
Q4 		– Sell
-86,429
Closed -$6.07M – 1372
2020
Q3 		$6.07M Sell
86,429
-7,500
-8% -$508K 0.02% 572
2020
Q2 		$5.95M Buy
93,929
+150
+0.2% +$9.3K 0.02% 561
2020
Q1 		$5.91M Buy
93,779
+29,100
+45% +$2.08M 0.03% 479
2019
Q4 		$4.67M Sell
64,679
-6,300
-9% -$450K 0.02% 640
2019
Q3 		$4.99M Buy
+70,979
New +$4.82M 0.02% 651

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Axa's LSI Position: Q3 2023 in Review

Axa sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 145,234 shares — an estimated $19.3M sold.

Axa first reported a position in LSI in Q3 2019 and held it in 13 quarters. The position peaked at $23.8M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Axa reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Axa sold 145,234 Life Storage, Inc. shares in Q3 2023, an estimated $19.3M.
  • Axa first reported a position in Life Storage, Inc. in Q3 2019 and held it in 13 quarters.
  • Axa's Life Storage, Inc. position peaked at $23.8M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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