CIBC Asset Management’s Life Storage, Inc. LSI Stock Holding History

CIBC Asset Management’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	-2,420	Closed	-$322K	–	1125
2023 Q2	$322K	Hold	2,420	–	–	﹤0.01%	800
2023 Q1	$317K	Buy	2,420 +212	+10%	+$24.5K	﹤0.01%	792
2022 Q4	$217K	Sell	2,208 -814	-27%	-$85.3K	﹤0.01%	910
2022 Q3	$335K	Hold	3,022	–	–	﹤0.01%	847
2022 Q2	$337K	Sell	3,022 -221	-7%	-$27.3K	﹤0.01%	839
2022 Q1	$455K	Hold	3,243	–	–	﹤0.01%	863
2021 Q4	$497K	Buy	3,243 +265	+9%	+$35.4K	﹤0.01%	840
2021 Q3	$342K	Buy	2,978 +356	+14%	+$42.3K	﹤0.01%	954
2021 Q2	$281K	Hold	2,622	–	–	﹤0.01%	1039
2021 Q1	$225K	Sell	2,622 -72	-3%	-$5.99K	﹤0.01%	1165
2020 Q4	$214K	Buy	+2,694	New	+$205K	﹤0.01%	1105
2014 Q4	–	Sell	-4,076	Closed	-$202K	–	981
2014 Q3	$202K	Buy	+4,076	New	+$209K	﹤0.01%	916
2014 Q2	–	Sell	-4,076	Closed	-$200K	–	949
2014 Q1	$200K	Buy	+4,076	New	+$190K	﹤0.01%	948

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

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

CIBC Asset Management's LSI Position: Q3 2023 in Review

CIBC Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,420 shares — an estimated $322K sold.

CIBC Asset Management first reported a position in LSI in Q1 2014 and held it in 13 quarters. The position peaked at $497K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

CIBC Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
CIBC Asset Management sold 2,420 Life Storage, Inc. shares in Q3 2023, an estimated $322K.
CIBC Asset Management first reported a position in Life Storage, Inc. in Q1 2014 and held it in 13 quarters.
CIBC Asset Management's Life Storage, Inc. position peaked at $497K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on CIBC Asset Management's 13F filing for Q3 2023, filed 30 Oct 2023.