BF
LSI

BOK Financial’s Life Storage, Inc. LSI Stock Holding History

BOK Financial’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
-17,157
Closed -$2.28M – 1286
2023
Q2 		$2.28M Sell
17,157
-492
-3% -$65.4K 0.05% 320
2023
Q1 		$2.31M Buy
+17,649
New +$2.04M 0.05% 322

Other funds holding LSI

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

BOK Financial's LSI Position: Q3 2023 in Review

BOK Financial sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 17,157 shares — an estimated $2.28M sold.

BOK Financial first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $2.31M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • BOK Financial reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • BOK Financial sold 17,157 Life Storage, Inc. shares in Q3 2023, an estimated $2.28M.
  • BOK Financial first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • BOK Financial's Life Storage, Inc. position peaked at $2.31M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on BOK Financial's 13F filing for Q3 2023, filed 14 Nov 2023.