GT
LSI

Glenview Trust’s Life Storage, Inc. LSI Stock Holding History

Glenview Trust’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
-1,900
Closed -$253K – 472
2023
Q2 		$253K Sell
1,900
-57
-3% -$7.58K 0.01% 409
2023
Q1 		$257K Buy
+1,957
New +$226K 0.01% 397
2022
Q4 		– Sell
-1,957
Closed -$217K – 436
2022
Q3 		$217K Hold
1,957
– – 0.01% 388
2022
Q2 		$219K Hold
1,957
– – 0.01% 388
2022
Q1 		$275K Sell
1,957
-143
-7% -$19.3K 0.01% 373
2021
Q4 		$322K Hold
2,100
– – 0.01% 352
2021
Q3 		$241K Hold
2,100
– – 0.01% 370
2021
Q2 		$225K Buy
+2,100
New +$207K 0.01% 384

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
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

Glenview Trust's LSI Position: Q3 2023 in Review

Glenview Trust sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,900 shares — an estimated $253K sold.

Glenview Trust first reported a position in LSI in Q2 2021 and held it in 8 quarters. The position peaked at $322K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Glenview Trust reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Glenview Trust sold 1,900 Life Storage, Inc. shares in Q3 2023, an estimated $253K.
  • Glenview Trust first reported a position in Life Storage, Inc. in Q2 2021 and held it in 8 quarters.
  • Glenview Trust's Life Storage, Inc. position peaked at $322K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Glenview Trust's 13F filing for Q3 2023, filed 13 Nov 2023.