FLPIM
LSI

F.L. Putnam Investment Management’s Life Storage, Inc. LSI Stock Holding History

F.L. Putnam Investment 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
-1,910
Closed -$254K – 490
2023
Q2 		$254K Sell
1,910
-76,052
-98% -$10.1M 0.01% 426
2023
Q1 		$10.2M Buy
77,962
+236
+0.3% +$27.3K 0.33% 72
2022
Q4 		$7.66M Buy
77,726
+2,994
+4% +$314K 0.28% 85
2022
Q3 		$8.28M Buy
74,732
+20,648
+38% +$2.53M 0.32% 75
2022
Q2 		$6.04M Buy
+54,084
New +$6.68M 0.22% 103

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
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

F.L. Putnam Investment Management's LSI Position: Q3 2023 in Review

F.L. Putnam Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,910 shares — an estimated $254K sold.

F.L. Putnam Investment Management first reported a position in LSI in Q2 2022 and held it in 5 quarters. The position peaked at $10.2M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • F.L. Putnam Investment Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 1,910 Life Storage, Inc. shares in Q3 2023, an estimated $254K.
  • F.L. Putnam Investment Management first reported a position in Life Storage, Inc. in Q2 2022 and held it in 5 quarters.
  • F.L. Putnam Investment Management's Life Storage, Inc. position peaked at $10.2M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.