FORA Capital’s Life Storage, Inc. LSI Stock Holding History

FORA Capital’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	-9,900	Closed	-$1.32M	–	618
2023 Q2	$1.32M	Buy	+9,900	New	+$1.32M	0.19%	137
2022 Q4	–	Sell	-8,733	Closed	-$967K	–	664
2022 Q3	$967K	Buy	8,733 +508	+6%	+$62.3K	0.19%	164
2022 Q2	$918K	Buy	+8,225	New	+$1.02M	0.18%	160
2021 Q1	–	Sell	-3,747	Closed	-$298K	–	1201
2020 Q4	$298K	Buy	+3,747	New	+$285K	0.05%	416
2020 Q3	–	Sell	-2,736	Closed	-$173K	–	1074
2020 Q2	$173K	Buy	+2,736	New	+$170K	0.06%	377
2020 Q1	–	Sell	-2,999	Closed	-$216K	–	1421
2019 Q4	$216K	Buy	+2,999	New	+$214K	0.02%	590

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 $8.74B AUM 14.62% 1-Year Est. Return

FORA Capital's LSI Position: Q3 2023 in Review

FORA Capital sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 9,900 shares — an estimated $1.32M sold.

FORA Capital first reported a position in LSI in Q4 2019 and held it in 6 quarters. The position peaked at $1.32M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

FORA Capital reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
FORA Capital sold 9,900 Life Storage, Inc. shares in Q3 2023, an estimated $1.32M.
FORA Capital first reported a position in Life Storage, Inc. in Q4 2019 and held it in 6 quarters.
FORA Capital's Life Storage, Inc. position peaked at $1.32M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on FORA Capital's 13F filing for Q3 2023, filed 13 Nov 2023.