CWM
LSI

CIBC World Markets’s Life Storage, Inc. LSI Stock Holding History

CIBC World Markets’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
-30,000
Closed -$3.99M – 639
2023
Q2 		$3.99M Buy
30,000
+2,337
+8% +$311K 0.03% 339
2023
Q1 		$3.63M Buy
27,663
+275
+1% +$31.8K 0.06% 237
2022
Q4 		$2.7M Sell
27,388
-7,167
-21% -$751K 0.02% 428
2022
Q3 		$3.83M Sell
34,555
-1,610
-4% -$198K 0.05% 179
2022
Q2 		$4.04M Sell
36,165
-5,124
-12% -$633K 0.04% 249
2022
Q1 		$5.8M Buy
41,289
+287
+0.7% +$38.6K 0.05% 230
2021
Q4 		$6.28M Sell
41,002
-4,373
-10% -$584K 0.03% 232
2021
Q3 		$5.21M Buy
45,375
+15,792
+53% +$1.88M 0.04% 289
2021
Q2 		$3.18M Buy
29,583
+21,480
+265% +$2.11M 0.02% 342
2021
Q1 		$696K Sell
8,103
-37,193
-82% -$3.09M ﹤0.01% 705
2020
Q4 		$3.6M Buy
+45,296
New +$3.45M 0.02% 431
2020
Q1 		– Sell
-29,100
Closed -$2.1M – 749
2019
Q4 		$2.1M Buy
+29,100
New +$2.08M 0.01% 573

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

CIBC World Markets's LSI Position: Q3 2023 in Review

CIBC World Markets sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 30,000 shares — an estimated $3.99M sold.

CIBC World Markets first reported a position in LSI in Q4 2019 and held it in 12 quarters. The position peaked at $6.28M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • CIBC World Markets reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • CIBC World Markets sold 30,000 Life Storage, Inc. shares in Q3 2023, an estimated $3.99M.
  • CIBC World Markets first reported a position in Life Storage, Inc. in Q4 2019 and held it in 12 quarters.
  • CIBC World Markets's Life Storage, Inc. position peaked at $6.28M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on CIBC World Markets's 13F filing for Q3 2023, filed 13 Nov 2023.