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LSI

Carlson Capital’s Life Storage, Inc. LSI Stock Holding History

Carlson Capital’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
-261,906
Closed -$34.8M – 172
2023
Q2 		$34.8M Buy
261,906
+181,906
+227% +$24.2M 2.98% 6
2023
Q1 		$10.5M Buy
+80,000
New +$9.25M 0.99% 22

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Carlson Capital's LSI Position: Q3 2023 in Review

Carlson Capital sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 261,906 shares — an estimated $34.8M sold.

Carlson Capital first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $34.8M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Carlson Capital reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Carlson Capital sold 261,906 Life Storage, Inc. shares in Q3 2023, an estimated $34.8M.
  • Carlson Capital first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Carlson Capital's Life Storage, Inc. position peaked at $34.8M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Carlson Capital's 13F filing for Q3 2023, filed 14 Nov 2023.