HIC
LSI

Hartline Investment Corp’s Life Storage, Inc. LSI Stock Holding History

Hartline Investment Corp’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
-10,350
Closed -$1.38M – 117
2023
Q2 		$1.38M Buy
10,350
+50
+0.5% +$6.65K 0.23% 52
2023
Q1 		$1.35M Sell
10,300
-644
-6% -$74.5K 0.27% 52
2022
Q4 		$1.08M Buy
+10,944
New +$1.15M 0.25% 57
2022
Q3 		– Sell
-6,342
Closed -$757K – 226
2022
Q2 		$757K Sell
6,342
-6,195
-49% -$765K 0.11% 74
2022
Q1 		$1.35M Sell
12,537
-957
-7% -$129K 0.17% 71
2021
Q4 		$2.07M Buy
13,494
+957
+8% +$128K 0.28% 49
2021
Q3 		$1.44M Hold
12,537
– – 0.2% 69
2021
Q2 		$1.35M Buy
12,537
+3,025
+32% +$298K 0.17% 71
2021
Q1 		$818K Sell
9,512
-1
-0% -$83 0.12% 78
2020
Q4 		$757K Sell
9,513
-375
-4% -$28.6K 0.11% 74
2020
Q3 		$694K Sell
9,888
-300
-3% -$20.3K 0.12% 70
2020
Q2 		$645K Buy
10,188
+555
+6% +$34.4K 0.14% 69
2020
Q1 		$607K Hold
9,633
– – 0.15% 73
2019
Q4 		$695K Buy
+9,633
New +$688K 0.15% 79

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 $9.54B AUM 19.86% 1-Year Est. Return

Hartline Investment Corp's LSI Position: Q3 2023 in Review

Hartline Investment Corp sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 10,350 shares — an estimated $1.38M sold.

Hartline Investment Corp first reported a position in LSI in Q4 2019 and held it in 14 quarters. The position peaked at $2.07M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Hartline Investment Corp reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Hartline Investment Corp sold 10,350 Life Storage, Inc. shares in Q3 2023, an estimated $1.38M.
  • Hartline Investment Corp first reported a position in Life Storage, Inc. in Q4 2019 and held it in 14 quarters.
  • Hartline Investment Corp's Life Storage, Inc. position peaked at $2.07M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Hartline Investment Corp's 13F filing for Q3 2023, filed 3 Nov 2023.