FG
LSI

Fiduciary Group’s Life Storage, Inc. LSI Stock Holding History

Fiduciary Group’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
-2,250
Closed -$299K – 249
2023
Q2 		$299K Hold
2,250
– – 0.04% 201
2023
Q1 		$295K Hold
2,250
– – 0.04% 200
2022
Q4 		$222K Hold
2,250
– – 0.03% 214
2022
Q3 		$246K Hold
2,250
– – 0.03% 213
2022
Q2 		$299K Hold
2,250
– – 0.04% 200
2022
Q1 		$255K Hold
2,250
– – 0.03% 202
2021
Q4 		$345K Hold
2,250
– – 0.04% 186
2021
Q3 		$291K Hold
2,250
– – 0.03% 199
2021
Q2 		$267K Hold
2,250
– – 0.03% 206
2021
Q1 		$216K Buy
+2,250
New +$187K 0.03% 219
2019
Q4 		– Sell
-3,000
Closed -$211K – 201
2019
Q3 		$211K Buy
+3,000
New +$204K 0.04% 182
2015
Q4 		– Sell
-6,105
Closed -$384K – 191
2015
Q3 		$384K Hold
6,105
– – 0.13% 144
2015
Q2 		$354K Buy
+6,105
New +$365K 0.11% 154

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Fiduciary Group's LSI Position: Q3 2023 in Review

Fiduciary Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,250 shares — an estimated $299K sold.

Fiduciary Group first reported a position in LSI in Q2 2015 and held it in 13 quarters. The position peaked at $384K in Q3 2015. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Fiduciary Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Group sold 2,250 Life Storage, Inc. shares in Q3 2023, an estimated $299K.
  • Fiduciary Group first reported a position in Life Storage, Inc. in Q2 2015 and held it in 13 quarters.
  • Fiduciary Group's Life Storage, Inc. position peaked at $384K in Q3 2015.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Fiduciary Group's 13F filing for Q3 2023, filed 13 Nov 2023.