Equitable Holdings’s Life Storage, Inc. LSI Stock Holding History

Equitable Holdings’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	-6,614	Closed	-$879K	–	1109
2023 Q2	$879K	Buy	6,614 +303	+5%	+$40.3K	0.01%	544
2023 Q1	$827K	Buy	6,311 +315	+5%	+$36.4K	0.01%	522
2022 Q4	$591K	Buy	5,996 +11	+0.2%	+$1.15K	0.01%	570
2022 Q3	$663K	Buy	5,985 +245	+4%	+$30.1K	0.01%	496
2022 Q2	$641K	Buy	5,740 +3,972	+225%	+$490K	0.01%	504
2022 Q1	$248K	Buy	+1,768	New	+$238K	﹤0.01%	779

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Equitable Holdings's LSI Position: Q3 2023 in Review

Equitable Holdings sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,614 shares — an estimated $879K sold.

Equitable Holdings first reported a position in LSI in Q1 2022 and held it in 6 quarters. The position peaked at $879K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Equitable Holdings reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Equitable Holdings sold 6,614 Life Storage, Inc. shares in Q3 2023, an estimated $879K.
Equitable Holdings first reported a position in Life Storage, Inc. in Q1 2022 and held it in 6 quarters.
Equitable Holdings's Life Storage, Inc. position peaked at $879K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Equitable Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.