EP
LSI

Edgestream Partners’s Life Storage, Inc. LSI Stock Holding History

Edgestream Partners’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
-4,432
Closed -$589K – 1030
2023
Q2 		$589K Buy
+4,432
New +$590K 0.05% 493

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

Edgestream Partners's LSI Position: Q3 2023 in Review

Edgestream Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,432 shares — an estimated $589K sold.

Edgestream Partners first reported a position in LSI in Q2 2023 and held it in 1 quarter. The position peaked at $589K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Edgestream Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Edgestream Partners sold 4,432 Life Storage, Inc. shares in Q3 2023, an estimated $589K.
  • Edgestream Partners first reported a position in Life Storage, Inc. in Q2 2023 and held it in 1 quarter.
  • Edgestream Partners's Life Storage, Inc. position peaked at $589K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Edgestream Partners's 13F filing for Q3 2023, filed 15 Nov 2023.