Bank of America
LSI

Bank of America’s Life Storage, Inc. LSI Stock Holding History

Bank of America’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
-462,149
Closed -$61.4M – 8142
2023
Q2 		$61.4M Buy
462,149
+193,892
+72% +$25.8M 0.01% 1165
2023
Q1 		$35.2M Buy
268,257
+11,103
+4% +$1.28M ﹤0.01% 1635
2022
Q4 		$25.3M Sell
257,154
-63,954
-20% -$6.7M ﹤0.01% 1820
2022
Q3 		$35.6M Sell
321,108
-22,706
-7% -$2.79M ﹤0.01% 1521
2022
Q2 		$38.4M Sell
343,814
-7,340
-2% -$906K ﹤0.01% 1455
2022
Q1 		$49.3M Sell
351,154
-1,976
-0.6% -$266K ﹤0.01% 1375
2021
Q4 		$54.1M Buy
353,130
+113,646
+47% +$15.2M 0.01% 1360
2021
Q3 		$27.5M Buy
239,484
+24,115
+11% +$2.87M ﹤0.01% 1874
2021
Q2 		$23.1M Buy
215,369
+39,689
+23% +$3.9M ﹤0.01% 2008
2021
Q1 		$15.1M Sell
175,680
-144,212
-45% -$12M ﹤0.01% 2305
2020
Q4 		$25.5M Sell
319,892
-22,494
-7% -$1.71M ﹤0.01% 1670
2020
Q3 		$24M Sell
342,386
-149,163
-30% -$10.1M ﹤0.01% 1562
2020
Q2 		$31.1M Buy
491,549
+114,290
+30% +$7.09M ﹤0.01% 1304
2020
Q1 		$23.8M Sell
377,259
-262,743
-41% -$18.8M ﹤0.01% 1383
2019
Q4 		$46.2M Buy
640,002
+92,839
+17% +$6.63M 0.01% 1238
2019
Q3 		$38.5M Buy
547,163
+90,582
+20% +$6.16M 0.01% 1308
2019
Q2 		$28.9M Buy
456,581
+163,446
+56% +$10.5M ﹤0.01% 1528
2019
Q1 		$19M Sell
293,135
-4,405
-1% -$282K ﹤0.01% 1875
2018
Q4 		$18.4M Buy
297,540
+5,581
+2% +$354K ﹤0.01% 1733
2018
Q3 		$18.5M Sell
291,959
-6,303
-2% -$408K ﹤0.01% 1895
2018
Q2 		$19.4M Buy
298,262
+7,787
+3% +$470K ﹤0.01% 1836
2018
Q1 		$16.2M Sell
290,475
-120,479
-29% -$6.58M ﹤0.01% 1966
2017
Q4 		$24.4M Sell
410,954
-330,211
-45% -$19M ﹤0.01% 1650
2017
Q3 		$40.4M Buy
741,165
+336,168
+83% +$16.9M 0.01% 1312
2017
Q2 		$20M Buy
404,997
+53,472
+15% +$2.78M ﹤0.01% 1739
2017
Q1 		$19.2M Sell
351,525
-69,678
-17% -$3.9M ﹤0.01% 1782
2016
Q4 		$23.9M Buy
421,203
+389,302
+1,220% +$21.6M 0.01% 1531
2016
Q3 		$1.89M Sell
31,901
-725,055
-96% -$46.4M ﹤0.01% 3681
2016
Q2 		$52.9M Buy
756,956
+90,248
+14% +$6.55M 0.01% 946
2016
Q1 		$52.4M Sell
666,708
-144,818
-18% -$10.5M 0.01% 922
2015
Q4 		$58.1M Buy
811,526
+132,768
+20% +$8.88M 0.01% 914
2015
Q3 		$42.7M Sell
678,758
-5,859
-0.9% -$362K 0.01% 1070
2015
Q2 		$39.7M Buy
684,617
+86,688
+14% +$5.19M 0.01% 972
2015
Q1 		$37.4M Buy
597,929
+144,690
+32% +$8.98M 0.01% 974
2014
Q4 		$26.4M Buy
453,239
+110,648
+32% +$6.16M 0.01% 1192
2014
Q3 		$17M Buy
342,591
+28,653
+9% +$1.47M 0.01% 1520
2014
Q2 		$16.2M Buy
313,938
+13,626
+5% +$690K 0.01% 1555
2014
Q1 		$14.7M Buy
300,312
+31,488
+12% +$1.47M 0.01% 1480
2013
Q4 		$11.7M Sell
268,824
-51,749
-16% -$2.44M ﹤0.01% 1700
2013
Q3 		$16.2M Buy
320,573
+48,150
+18% +$2.26M 0.01% 1419
2013
Q2 		$11.8M Buy
+272,423
New +$12M ﹤0.01% 1597

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

Bank of America's LSI Position: Q3 2023 in Review

Bank of America sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 462,149 shares — an estimated $61.4M sold.

Bank of America first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $61.4M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Bank of America reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Bank of America sold 462,149 Life Storage, Inc. shares in Q3 2023, an estimated $61.4M.
  • Bank of America first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • Bank of America's Life Storage, Inc. position peaked at $61.4M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bank of America's 13F filing for Q3 2023, filed 14 Nov 2023.