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

Erste 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	-7,600	Closed	-$1M	–	595
2023 Q2	$1M	Hold	7,600	–	–	0.02%	360
2023 Q1	$966K	Buy	7,600 +2,400	+46%	+$278K	0.02%	366
2022 Q4	$512K	Buy	+5,200	New	+$545K	0.01%	423

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

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

Erste Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 7,600 shares — an estimated $1M sold.

Erste Asset Management first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $1M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Erste Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Erste Asset Management sold 7,600 Life Storage, Inc. shares in Q3 2023, an estimated $1M.
Erste Asset Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
Erste Asset Management's Life Storage, Inc. position peaked at $1M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Erste Asset Management's 13F filing for Q3 2023, filed 26 Nov 2024.