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

Ergoteles’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	-131,543	Closed	-$17.5M	–	990
2023 Q2	$17.5M	Buy	+131,543	New	+$17.5M	0.84%	9
2022 Q4	–	Sell	-27,184	Closed	-$3.01M	–	2069
2022 Q3	$3.01M	Buy	27,184 +24,011	+757%	+$2.95M	0.11%	193
2022 Q2	$354K	Sell	3,173 -8	-0.3%	-$988	0.01%	1019
2022 Q1	$447K	Buy	+3,181	New	+$428K	0.02%	699
2021 Q4	–	Sell	-4,202	Closed	-$482K	–	1706
2021 Q3	$482K	Buy	+4,202	New	+$500K	0.02%	598
2020 Q4	–	Sell	-4,650	Closed	-$326K	–	967
2020 Q3	$326K	Buy	+4,650	New	+$315K	0.04%	323

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

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

Ergoteles's LSI Position: Q3 2023 in Review

Ergoteles sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 131,543 shares — an estimated $17.5M sold.

Ergoteles first reported a position in LSI in Q3 2020 and held it in 6 quarters. The position peaked at $17.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Ergoteles reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 131,543 Life Storage, Inc. shares in Q3 2023, an estimated $17.5M.
Ergoteles first reported a position in Life Storage, Inc. in Q3 2020 and held it in 6 quarters.
Ergoteles's Life Storage, Inc. position peaked at $17.5M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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