C
LSI

Covestor’s Life Storage, Inc. LSI Stock Holding History

Covestor’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
-582
Closed -$77K – 2906
2023
Q2 		$77K Sell
582
-79
-12% -$10.5K 0.06% 591
2023
Q1 		$87K Buy
661
+98
+17% +$11.3K 0.08% 451
2022
Q4 		$56K Buy
563
+61
+12% +$6.39K 0.05% 690
2022
Q3 		$56K Sell
502
-287
-36% -$35.2K 0.05% 651
2022
Q2 		$88K Buy
789
+480
+155% +$59.3K 0.07% 488
2022
Q1 		$43K Buy
309
+45
+17% +$6.06K 0.03% 847
2021
Q4 		$41K Buy
+264
New +$35.3K 0.06% 659

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 $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Covestor's LSI Position: Q3 2023 in Review

Covestor sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 582 shares — an estimated $77K sold.

Covestor first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $88K in Q2 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Covestor reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 582 Life Storage, Inc. shares in Q3 2023, an estimated $77K.
  • Covestor first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
  • Covestor's Life Storage, Inc. position peaked at $88K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.