DFG
LSI

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

Demars Financial 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
-33,957
Closed -$4.51M – 85
2023
Q2 		$4.51M Buy
33,957
+127
+0.4% +$16.9K 2.51% 13
2023
Q1 		$4.43M Buy
+33,830
New +$3.91M 2.44% 14

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

Demars Financial Group's LSI Position: Q3 2023 in Review

Demars Financial Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 33,957 shares — an estimated $4.51M sold.

Demars Financial Group first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $4.51M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Demars Financial Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Demars Financial Group sold 33,957 Life Storage, Inc. shares in Q3 2023, an estimated $4.51M.
  • Demars Financial Group first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Demars Financial Group's Life Storage, Inc. position peaked at $4.51M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Demars Financial Group's 13F filing for Q3 2023, filed 18 Oct 2023.