CCM
LSI

Coldstream Capital Management’s Life Storage, Inc. LSI Stock Holding History

Coldstream Capital 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
-2,016
Closed -$268K – 864
2023
Q2 		$268K Buy
2,016
+133
+7% +$17.7K 0.01% 666
2023
Q1 		$247K Buy
+1,883
New +$218K 0.01% 693
2022
Q2 		– Sell
-1,531
Closed -$215K – 861
2022
Q1 		$215K Sell
1,531
-101
-6% -$13.6K 0.01% 717
2021
Q4 		$250K Buy
+1,632
New +$218K 0.01% 697

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return