CRIG
LSI

Charter Research & Investment Group’s Life Storage, Inc. LSI Stock Holding History

Charter Research & 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
-1,800
Closed -$239K – 78
2023
Q2 		$239K Hold
1,800
– – 0.2% 70
2023
Q1 		$236K Buy
+1,800
New +$208K 0.21% 69
2022
Q3 		– Sell
-1,800
Closed -$201K – 77
2022
Q2 		$201K Hold
1,800
– – 0.18% 76
2022
Q1 		$253K Hold
1,800
– – 0.21% 75
2021
Q4 		$276K Hold
1,800
– – 0.22% 73
2021
Q3 		$207K Buy
+1,800
New +$214K 0.17% 80

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

Charter Research & Investment Group's LSI Position: Q3 2023 in Review

Charter Research & Investment Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,800 shares — an estimated $239K sold.

Charter Research & Investment Group first reported a position in LSI in Q3 2021 and held it in 6 quarters. The position peaked at $276K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Charter Research & Investment Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Charter Research & Investment Group sold 1,800 Life Storage, Inc. shares in Q3 2023, an estimated $239K.
  • Charter Research & Investment Group first reported a position in Life Storage, Inc. in Q3 2021 and held it in 6 quarters.
  • Charter Research & Investment Group's Life Storage, Inc. position peaked at $276K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Charter Research & Investment Group's 13F filing for Q3 2023, filed 13 Nov 2023.