FM
LSI

Foster & Motley’s Life Storage, Inc. LSI Stock Holding History

Foster & Motley’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
-21,500
Closed -$2.86M – 398
2023
Q2 		$2.86M Sell
21,500
-3,380
-14% -$450K 0.22% 125
2023
Q1 		$3.26M Sell
24,880
-456
-2% -$52.8K 0.27% 102
2022
Q4 		$2.5M Buy
25,336
+4,275
+20% +$448K 0.21% 129
2022
Q3 		$2.33M Buy
21,061
+6,591
+46% +$809K 0.22% 125
2022
Q2 		$1.62M Buy
14,470
+9,366
+184% +$1.16M 0.14% 147
2022
Q1 		$717K Buy
5,104
+3,613
+242% +$486K 0.06% 232
2021
Q4 		$228K Buy
+1,491
New +$199K 0.02% 335
2019
Q2 		– Sell
-3,336
Closed -$216K – 252
2019
Q1 		$216K Sell
3,336
-1,371
-29% -$87.8K 0.03% 232
2018
Q4 		$292K Sell
4,707
-542
-10% -$34.4K 0.05% 205
2018
Q3 		$333K Sell
5,249
-93
-2% -$6.03K 0.05% 193
2018
Q2 		$347K Sell
5,342
-2,257
-30% -$136K 0.06% 188
2018
Q1 		$423K Sell
7,599
-11,172
-60% -$610K 0.07% 166
2017
Q4 		$1.11M Sell
18,771
-29,088
-61% -$1.67M 0.18% 117
2017
Q3 		$2.61M Sell
47,859
-216
-0.4% -$10.8K 0.45% 71
2017
Q2 		$2.38M Buy
48,075
+2,542
+6% +$132K 0.42% 77
2017
Q1 		$2.49M Buy
45,533
+5,430
+14% +$304K 0.45% 74
2016
Q4 		$2.28M Sell
40,103
-3,004
-7% -$166K 0.44% 76
2016
Q3 		$2.56M Buy
43,107
+643
+2% +$41.1K 0.49% 71
2016
Q2 		$2.97M Buy
42,464
+513
+1% +$37.3K 0.59% 68
2016
Q1 		$3.3M Sell
41,951
-3,066
-7% -$223K 0.67% 63
2015
Q4 		$3.22M Sell
45,017
-502
-1% -$33.6K 0.68% 56
2015
Q3 		$2.85M Sell
45,519
-387
-0.8% -$23.9K 0.65% 60
2015
Q2 		$2.66M Buy
45,906
+2,482
+6% +$149K 0.58% 60
2015
Q1 		$2.72M Buy
43,424
+4,509
+12% +$280K 0.6% 59
2014
Q4 		$2.26M Buy
38,915
+4,424
+13% +$246K 0.51% 65
2014
Q3 		$1.71M Buy
34,491
+2,590
+8% +$133K 0.4% 71
2014
Q2 		$1.64M Buy
31,901
+8,672
+37% +$439K 0.38% 77
2014
Q1 		$1.14M Buy
23,229
+6,544
+39% +$305K 0.28% 85
2013
Q4 		$725K Buy
16,685
+7,304
+78% +$344K 0.18% 99
2013
Q3 		$473K Buy
+9,381
New +$440K 0.13% 110

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Foster & Motley's LSI Position: Q3 2023 in Review

Foster & Motley sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 21,500 shares — an estimated $2.86M sold.

Foster & Motley first reported a position in LSI in Q3 2013 and held it in 30 quarters. The position peaked at $3.3M in Q1 2016. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Foster & Motley reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Foster & Motley sold 21,500 Life Storage, Inc. shares in Q3 2023, an estimated $2.86M.
  • Foster & Motley first reported a position in Life Storage, Inc. in Q3 2013 and held it in 30 quarters.
  • Foster & Motley's Life Storage, Inc. position peaked at $3.3M in Q1 2016.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Foster & Motley's 13F filing for Q3 2023, filed 24 Oct 2023.