CIG
LSI

Cascade Investment Group’s Life Storage, Inc. LSI Stock Holding History

Cascade Investment Group’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
-4,035
Closed -$537K – 132
2023
Q2 		$537K Buy
4,035
+2
+0% +$266 0.49% 51
2023
Q1 		$529K Sell
4,033
-147
-4% -$17K 0.52% 51
2022
Q4 		$412K Buy
+4,180
New +$438K 0.43% 70

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

Cascade Investment Group's LSI Position: Q3 2023 in Review

Cascade Investment Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,035 shares — an estimated $537K sold.

Cascade Investment Group first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $537K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Cascade Investment Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Cascade Investment Group sold 4,035 Life Storage, Inc. shares in Q3 2023, an estimated $537K.
  • Cascade Investment Group first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • Cascade Investment Group's Life Storage, Inc. position peaked at $537K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Cascade Investment Group's 13F filing for Q3 2023, filed 18 Oct 2023.