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

Bank of Nova Scotia’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	-2,255	Closed	-$300K	–	1089
2023 Q2	$300K	Sell	2,255 -38	-2%	-$5.05K	﹤0.01%	905
2023 Q1	$301K	Buy	+2,293	New	+$265K	﹤0.01%	973
2022 Q2	–	Sell	-1,441	Closed	-$203K	–	1294
2022 Q1	$203K	Sell	1,441 -6,037	-81%	-$813K	﹤0.01%	1150
2021 Q4	$1.15M	Buy	7,478 +2,968	+66%	+$396K	﹤0.01%	964
2021 Q3	$517K	Sell	4,510 -959	-18%	-$114K	﹤0.01%	993
2021 Q2	$587K	Buy	+5,469	New	+$538K	﹤0.01%	933

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 Nova Scotia's LSI Position: Q3 2023 in Review

Bank of Nova Scotia sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,255 shares — an estimated $300K sold.

Bank of Nova Scotia first reported a position in LSI in Q2 2021 and held it in 6 quarters. The position peaked at $1.15M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Bank of Nova Scotia reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Bank of Nova Scotia sold 2,255 Life Storage, Inc. shares in Q3 2023, an estimated $300K.
Bank of Nova Scotia first reported a position in Life Storage, Inc. in Q2 2021 and held it in 6 quarters.
Bank of Nova Scotia's Life Storage, Inc. position peaked at $1.15M in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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