Canada Life
LSI

Canada Life’s Life Storage, Inc. LSI Stock Holding History

Canada Life’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
-141,015
Closed -$18.8M – 2269
2023
Q2 		$18.8M Buy
141,015
+1,092
+0.8% +$145K 0.04% 380
2023
Q1 		$18.4M Buy
139,923
+6,749
+5% +$781K 0.05% 395
2022
Q4 		$13.1M Buy
133,174
+12,339
+10% +$1.29M 0.03% 463
2022
Q3 		$13.4M Buy
120,835
+2,361
+2% +$290K 0.04% 436
2022
Q2 		$13.2M Buy
118,474
+7,140
+6% +$882K 0.03% 464
2022
Q1 		$16.2M Buy
111,334
+5,829
+6% +$785K 0.03% 468
2021
Q4 		$16.2M Buy
105,505
+7,958
+8% +$1.06M 0.03% 470
2021
Q3 		$11.3M Buy
97,547
+19,215
+25% +$2.29M 0.03% 542
2021
Q2 		$8.41M Buy
78,332
+1,549
+2% +$152K 0.02% 646
2021
Q1 		$6.58M Sell
76,783
-7,618
-9% -$633K 0.02% 677
2020
Q4 		$6.71M Sell
84,401
-654
-0.8% -$49.8K 0.01% 721
2020
Q3 		$5.97M Buy
85,055
+225
+0.3% +$15.2K 0.01% 662
2020
Q2 		$5.37M Sell
84,830
-13,419
-14% -$832K 0.01% 664
2020
Q1 		$6.19M Buy
98,249
+9,458
+11% +$676K 0.02% 573
2019
Q4 		$6.36M Buy
+88,791
New +$6.35M 0.01% 671
2019
Q3 		– Sell
-86,321
Closed -$5.48M – 2459
2019
Q2 		$5.48M Sell
86,321
-2,106
-2% -$135K 0.01% 702
2019
Q1 		$5.73M Buy
88,427
+392
+0.4% +$25.1K 0.02% 618
2018
Q4 		$5.05M Buy
88,035
+9,004
+11% +$571K 0.01% 647
2018
Q3 		$5.01M Buy
79,031
+1,878
+2% +$122K 0.01% 695
2018
Q2 		$5M Sell
77,153
-3,588
-4% -$217K 0.01% 707
2018
Q1 		$4.5M Buy
80,741
+4,070
+5% +$222K 0.01% 736
2017
Q4 		$4.55M Buy
76,671
+1,074
+1% +$61.7K 0.01% 731
2017
Q3 		$4.07M Sell
75,597
-8,897
-11% -$446K 0.01% 767
2017
Q2 		$4.17M Sell
84,494
-1,806
-2% -$93.8K 0.01% 742
2017
Q1 		$4.72M Buy
86,300
+2,291
+3% +$128K 0.01% 707
2016
Q4 		$4.78M Buy
84,009
+6,039
+8% +$335K 0.01% 693
2016
Q3 		$4.62M Buy
77,970
+1,645
+2% +$105K 0.01% 699
2016
Q2 		$5.34M Buy
76,325
+69,756
+1,062% +$5.07M 0.02% 648
2016
Q1 		$516K Hold
6,569
– – ﹤0.01% 907
2015
Q4 		$470K Buy
6,569
+1,971
+43% +$132K ﹤0.01% 921
2015
Q3 		$290K Hold
4,598
– – ﹤0.01% 1049
2015
Q2 		$266K Hold
4,598
– – ﹤0.01% 1225
2015
Q1 		$287K Buy
4,598
+1,097
+31% +$68.1K ﹤0.01% 1163
2014
Q4 		$203K Hold
3,501
– – ﹤0.01% 1288
2014
Q3 		$174K Hold
3,501
– – ﹤0.01% 1295
2014
Q2 		$180K Buy
3,501
+1,387
+66% +$70.2K ﹤0.01% 1194
2014
Q1 		$103K Hold
2,114
– – ﹤0.01% 1429
2013
Q4 		$92K Buy
+2,114
New +$99.7K ﹤0.01% 1451

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

Canada Life's LSI Position: Q3 2023 in Review

Canada Life sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 141,015 shares — an estimated $18.8M sold.

Canada Life first reported a position in LSI in Q4 2013 and held it in 38 quarters. The position peaked at $18.8M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Canada Life reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Canada Life sold 141,015 Life Storage, Inc. shares in Q3 2023, an estimated $18.8M.
  • Canada Life first reported a position in Life Storage, Inc. in Q4 2013 and held it in 38 quarters.
  • Canada Life's Life Storage, Inc. position peaked at $18.8M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Canada Life's 13F filing for Q3 2023, filed 14 Nov 2023.