Colony Group’s Life Storage, Inc. LSI Stock Holding History

Colony Group’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	-2,013	Closed	-$268K	–	791
2023 Q2	$268K	Buy	2,013 +14	+0.7%	+$1.86K	﹤0.01%	692
2023 Q1	$262K	Buy	+1,999	New	+$231K	﹤0.01%	693
2020 Q1	–	Sell	-2,999	Closed	-$216K	–	794
2019 Q4	$216K	Sell	2,999 -352	-11%	-$25.2K	0.01%	705
2019 Q3	$235K	Hold	3,351	–	–	0.01%	637
2019 Q2	$212K	Buy	3,351 +97	+3%	+$6.23K	0.01%	688
2019 Q1	$211K	Hold	3,254	–	–	0.01%	592
2018 Q4	$202K	Buy	+3,254	New	+$206K	0.01%	473

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

Colony Group's LSI Position: Q3 2023 in Review

Colony Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,013 shares — an estimated $268K sold.

Colony Group first reported a position in LSI in Q4 2018 and held it in 7 quarters. The position peaked at $268K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Colony Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Colony Group sold 2,013 Life Storage, Inc. shares in Q3 2023, an estimated $268K.
Colony Group first reported a position in Life Storage, Inc. in Q4 2018 and held it in 7 quarters.
Colony Group'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 Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.