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

Bank of Montreal’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 Q2	–	Sell	-3,000	Closed	-$394K	–	4412
2023 Q1	$394K	Buy	+3,000	New	+$347K	﹤0.01%	2597
2022 Q3	–	Sell	-2,600	Closed	-$297	–	4526
2022 Q2	$297	Sell	2,600 -7,600	-75%	-$938K	﹤0.01%	3013
2022 Q1	$1.45M	Buy	+10,200	New	+$1.37M	﹤0.01%	2106
2021 Q2	–	Sell	-14,800	Closed	-$1.31M	–	5236
2021 Q1	$1.31M	Buy	+14,800	New	+$1.23M	﹤0.01%	2003

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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 Montreal's LSI Position: Q3 2023 in Review

Bank of Montreal sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 100,095 shares — an estimated $13.3M sold.

Bank of Montreal first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $49.2M in Q2 2020. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Bank of Montreal reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Bank of Montreal sold 100,095 Life Storage, Inc. shares in Q3 2023, an estimated $13.3M.
Bank of Montreal first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
Bank of Montreal's Life Storage, Inc. position peaked at $49.2M in Q2 2020.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.