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

Farmers & Merchants Trust Company’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	-1,950	Closed	-$259K	–	184
2023 Q2	$259K	Hold	1,950	–	–	0.07%	145
2023 Q1	$256K	Buy	+1,950	New	+$226K	0.07%	145
2022 Q4	–	Sell	-1,950	Closed	-$216K	–	176
2022 Q3	$216K	Hold	1,950	–	–	0.07%	138
2022 Q2	$218K	Hold	1,950	–	–	0.07%	139
2022 Q1	$274K	Hold	1,950	–	–	0.07%	139
2021 Q4	$299K	Hold	1,950	–	–	0.07%	142
2021 Q3	$224K	Hold	1,950	–	–	0.06%	160
2021 Q2	$209K	Buy	+1,950	New	+$192K	0.06%	169

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 Trust Company's LSI Position: Q3 2023 in Review

Farmers & Merchants Trust Company sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,950 shares — an estimated $259K sold.

Farmers & Merchants Trust Company first reported a position in LSI in Q2 2021 and held it in 8 quarters. The position peaked at $299K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Farmers & Merchants Trust Company reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Farmers & Merchants Trust Company sold 1,950 Life Storage, Inc. shares in Q3 2023, an estimated $259K.
Farmers & Merchants Trust Company first reported a position in Life Storage, Inc. in Q2 2021 and held it in 8 quarters.
Farmers & Merchants Trust Company's Life Storage, Inc. position peaked at $299K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Farmers & Merchants Trust Company's 13F filing for Q3 2023, filed 20 Oct 2023.