CIP
LSI

Chartwell Investment Partners’s Life Storage, Inc. LSI Stock Holding History

Chartwell Investment Partners’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
-53,067
Closed -$7.06M – 437
2023
Q2 		$7.06M Sell
53,067
-2,278
-4% -$303K 0.26% 145
2023
Q1 		$7.25M Sell
55,345
-3,453
-6% -$399K 0.28% 133
2022
Q4 		$5.79M Sell
58,798
-4,322
-7% -$453K 0.23% 160
2022
Q3 		$6.99M Sell
63,120
-992
-2% -$122K 0.3% 119
2022
Q2 		$7.16M Sell
64,112
-3,302
-5% -$408K 0.29% 127
2022
Q1 		$9.47M Sell
67,414
-3,162
-4% -$426K 0.32% 116
2021
Q4 		$10.8M Sell
70,576
-3,067
-4% -$410K 0.31% 120
2021
Q3 		$8.45M Sell
73,643
-11,009
-13% -$1.31M 0.26% 142
2021
Q2 		$9.09M Sell
84,652
-6,832
-7% -$672K 0.27% 134
2021
Q1 		$7.86M Sell
91,484
-24,474
-21% -$2.03M 0.24% 156
2020
Q4 		$9.23M Sell
115,958
-2,602
-2% -$198K 0.29% 134
2020
Q3 		$8.32M Buy
+118,560
New +$8.04M 0.3% 130

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

Chartwell Investment Partners's LSI Position: Q3 2023 in Review

Chartwell Investment Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 53,067 shares — an estimated $7.06M sold.

Chartwell Investment Partners first reported a position in LSI in Q3 2020 and held it in 12 quarters. The position peaked at $10.8M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Chartwell Investment Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Chartwell Investment Partners sold 53,067 Life Storage, Inc. shares in Q3 2023, an estimated $7.06M.
  • Chartwell Investment Partners first reported a position in Life Storage, Inc. in Q3 2020 and held it in 12 quarters.
  • Chartwell Investment Partners's Life Storage, Inc. position peaked at $10.8M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Chartwell Investment Partners's 13F filing for Q3 2023, filed 7 Nov 2023.