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

Bell Bank’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	-9,900	Closed	-$1.32M	–	195
2023 Q2	$1.32M	Hold	9,900	–	–	0.14%	84
2023 Q1	$1.3M	Hold	9,900	–	–	0.14%	87
2022 Q4	$975K	Hold	9,900	–	–	0.11%	93
2022 Q3	$1.1M	Hold	9,900	–	–	0.14%	86
2022 Q2	$1.1M	Hold	9,900	–	–	0.13%	95
2022 Q1	$1.39M	Hold	9,900	–	–	0.16%	85
2021 Q4	$1.52M	Hold	9,900	–	–	0.17%	79
2021 Q3	$1.14M	Hold	9,900	–	–	0.14%	89
2021 Q2	$1.06M	Hold	9,900	–	–	0.14%	89
2021 Q1	$851K	Hold	9,900	–	–	0.12%	95
2020 Q4	$788K	Hold	9,900	–	–	0.12%	97
2020 Q3	$695K	Hold	9,900	–	–	0.12%	96
2020 Q2	$627K	Hold	9,900	–	–	0.12%	93
2020 Q1	$624K	Hold	9,900	–	–	0.14%	87
2019 Q4	$715K	Hold	9,900	–	–	0.13%	87
2019 Q3	$696K	Hold	9,900	–	–	0.13%	87
2019 Q2	$628K	Hold	9,900	–	–	0.14%	84
2019 Q1	$642K	Hold	9,900	–	–	0.17%	82
2018 Q4	$614K	Hold	9,900	–	–	0.19%	79
2018 Q3	$628K	Hold	9,900	–	–	0.19%	88
2018 Q2	$642K	Hold	9,900	–	–	0.2%	82
2018 Q1	$551K	Hold	9,900	–	–	0.18%	79
2017 Q4	$588K	Hold	9,900	–	–	0.17%	71
2017 Q3	$540K	Hold	9,900	–	–	0.16%	68
2017 Q2	$489K	Hold	9,900	–	–	0.17%	74
2017 Q1	$542K	Hold	9,900	–	–	0.2%	70
2016 Q4	$563K	Hold	9,900	–	–	0.22%	61
2016 Q3	$587K	Hold	9,900	–	–	0.37%	58
2016 Q2	$692K	Hold	9,900	–	–	0.4%	55
2016 Q1	$778K	Hold	9,900	–	–	0.51%	53
2015 Q4	$708K	Sell	9,900 -9,000	-48%	-$602K	0.51%	56
2015 Q3	$1.19M	Hold	18,900	–	–	0.94%	27
2015 Q2	$1.09M	Hold	18,900	–	–	0.81%	34
2015 Q1	$1.18M	Hold	18,900	–	–	0.83%	34
2014 Q4	$1.1M	Hold	18,900	–	–	0.76%	38
2014 Q3	$937K	Hold	18,900	–	–	0.67%	50
2014 Q2	$973K	Hold	18,900	–	–	0.68%	45
2014 Q1	$925K	Hold	18,900	–	–	0.62%	52
2013 Q4	$821K	Hold	18,900	–	–	0.43%	103
2013 Q3	$954K	Hold	18,900	–	–	0.33%	136
2013 Q2	$816K	Buy	+18,900	New	+$835K	0.29%	153

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Bell Bank's LSI Position: Q3 2023 in Review

Bell Bank sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 9,900 shares — an estimated $1.32M sold.

Bell Bank first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $1.52M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Bell Bank reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Bell Bank sold 9,900 Life Storage, Inc. shares in Q3 2023, an estimated $1.32M.
Bell Bank first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
Bell Bank's Life Storage, Inc. position peaked at $1.52M in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bell Bank's 13F filing for Q3 2023, filed 30 Oct 2023.