Farmers & Merchants Investments Inc’s Life Storage, Inc. LSI Stock Holding History

Farmers & Merchants Investments Inc’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	-38	Closed	-$5.05K	–	1832
2023 Q2	$5.05K	Hold	38	–	–	﹤0.01%	753
2023 Q1	$4.98K	Hold	38	–	–	﹤0.01%	729
2022 Q4	$3.74K	Hold	38	–	–	﹤0.01%	828
2022 Q3	$4K	Buy	+38	New	+$4.66K	﹤0.01%	814
2022 Q1	–	Sell	-58	Closed	-$9K	–	1038
2021 Q4	$9K	Buy	+58	New	+$7.75K	﹤0.01%	798
2016 Q3	–	Sell	-104	Closed	-$7K	–	774
2016 Q2	$7K	Buy	104 +12	+13%	+$871	﹤0.01%	518
2016 Q1	$7K	Buy	+92	New	+$6.7K	﹤0.01%	526

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Farmers & Merchants Investments Inc's LSI Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 38 shares — an estimated $5.05K sold.

Farmers & Merchants Investments Inc first reported a position in LSI in Q1 2016 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Farmers & Merchants Investments Inc reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 38 Life Storage, Inc. shares in Q3 2023, an estimated $5.05K.
Farmers & Merchants Investments Inc first reported a position in Life Storage, Inc. in Q1 2016 and held it in 7 quarters.
Farmers & Merchants Investments Inc's Life Storage, Inc. position peaked at $9K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.