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 $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

Coldstream Capital Management's LSI Position: Q3 2023 in Review

Coldstream Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,016 shares — an estimated $268K sold.

Coldstream Capital Management first reported a position in LSI in Q4 2021 and held it in 4 quarters. The position peaked at $268K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Coldstream Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Coldstream Capital Management sold 2,016 Life Storage, Inc. shares in Q3 2023, an estimated $268K.
Coldstream Capital Management first reported a position in Life Storage, Inc. in Q4 2021 and held it in 4 quarters.
Coldstream Capital Management's Life Storage, Inc. position peaked at $268K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Coldstream Capital Management's 13F filing for Q3 2023, filed 2 Nov 2023.