Cresset Asset Management’s Life Storage, Inc. LSI Stock Holding History

Cresset Asset 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	-4,967	Closed	-$660K	–	2021
2023 Q2	$660K	Buy	+4,967	New	+$661K	﹤0.01%	1132
2019 Q2	–	Sell	-62	Closed	-$4K	–	1857
2019 Q1	$4K	Buy	62 +21	+51%	+$1.35K	﹤0.01%	1465
2018 Q4	$3K	Buy	+41	New	+$2.6K	﹤0.01%	1239

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Cresset Asset Management's LSI Position: Q3 2023 in Review

Cresset Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,967 shares — an estimated $660K sold.

Cresset Asset Management first reported a position in LSI in Q4 2018 and held it in 3 quarters. The position peaked at $660K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Cresset Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Cresset Asset Management sold 4,967 Life Storage, Inc. shares in Q3 2023, an estimated $660K.
Cresset Asset Management first reported a position in Life Storage, Inc. in Q4 2018 and held it in 3 quarters.
Cresset Asset Management's Life Storage, Inc. position peaked at $660K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.