Bellevue Asset Management’s Life Storage, Inc. LSI Stock Holding History

Bellevue Asset Management’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	-993	Closed	-$132K	–	484
2023 Q2	$132K	Hold	993	–	–	0.08%	77
2023 Q1	$130K	Hold	993	–	–	0.09%	78
2022 Q4	$97.2K	Hold	993	–	–	0.08%	93
2022 Q3	$109K	Hold	993	–	–	0.08%	93
2022 Q2	$113K	Hold	993	–	–	0.08%	95
2022 Q1	$141K	Hold	993	–	–	0.09%	91
2021 Q4	$152K	Hold	993	–	–	0.09%	87
2021 Q3	$115K	Sell	993 -113	-10%	-$13.4K	0.07%	107
2021 Q2	$119K	Sell	1,106 -56	-5%	-$5.51K	0.07%	107
2021 Q1	$100K	Sell	1,162 -1	-0.1%	-$83	0.06%	119
2020 Q4	$96K	Sell	1,163 -75	-6%	-$5.71K	0.06%	117
2020 Q3	$87K	Hold	1,238	–	–	0.06%	119
2020 Q2	$78K	Hold	1,238	–	–	0.08%	119
2020 Q1	$74K	Buy	+1,238	New	+$88.5K	0.08%	125

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Bellevue Asset Management's LSI Position: Q3 2023 in Review

Bellevue Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 993 shares — an estimated $132K sold.

Bellevue Asset Management first reported a position in LSI in Q1 2020 and held it in 14 quarters. The position peaked at $152K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Bellevue Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Bellevue Asset Management sold 993 Life Storage, Inc. shares in Q3 2023, an estimated $132K.
Bellevue Asset Management first reported a position in Life Storage, Inc. in Q1 2020 and held it in 14 quarters.
Bellevue Asset Management's Life Storage, Inc. position peaked at $152K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Bellevue Asset Management's 13F filing for Q3 2023, filed 25 Oct 2023.