Harbour Investments’s Life Storage, Inc. LSI Stock Holding History

Harbour Investments’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	-26	Closed	-$3.47K	–	3153
2023 Q2	$3.47K	Sell	26 -4	-13%	-$532	﹤0.01%	2386
2023 Q1	$3.94K	Hold	30	–	–	﹤0.01%	2364
2022 Q4	$2.96K	Hold	30	–	–	﹤0.01%	2411
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	2382
2022 Q2	$3K	Buy	+30	New	+$3.7K	﹤0.01%	2382
2021 Q4	$1K	Sell	4 -391	-99%	-$52.2K	﹤0.01%	2592
2021 Q3	$45K	Buy	395 +20	+5%	+$2.38K	﹤0.01%	1836
2021 Q2	$40K	Hold	375	–	–	﹤0.01%	1950
2021 Q1	$32K	Buy	+375	New	+$31.2K	﹤0.01%	1940

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

Harbour Investments's LSI Position: Q3 2023 in Review

Harbour Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 26 shares — an estimated $3.47K sold.

Harbour Investments first reported a position in LSI in Q1 2021 and held it in 9 quarters. The position peaked at $45K in Q3 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Harbour Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Harbour Investments sold 26 Life Storage, Inc. shares in Q3 2023, an estimated $3.47K.
Harbour Investments first reported a position in Life Storage, Inc. in Q1 2021 and held it in 9 quarters.
Harbour Investments's Life Storage, Inc. position peaked at $45K in Q3 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.