HFM
LSI

Harvest Fund Management’s Life Storage, Inc. LSI Stock Holding History

Harvest Fund Management’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
-761
Closed -$101K – 736
2023
Q2 		$101K Sell
761
-78
-9% -$10.4K 0.02% 320
2023
Q1 		$110K Sell
839
-96
-10% -$11.1K 0.02% 313
2022
Q4 		$92K Hold
935
– – 0.02% 357
2022
Q3 		$104K Hold
935
– – 0.03% 294
2022
Q2 		$104K Hold
935
– – 0.03% 288
2022
Q1 		$131K Sell
935
-3,107
-77% -$418K 0.03% 295
2021
Q4 		$613K Buy
4,042
+1,992
+97% +$266K 0.1% 85
2021
Q3 		$235K Sell
2,050
-331
-14% -$39.4K 0.05% 130
2021
Q2 		$256K Buy
2,381
+668
+39% +$65.7K 0.03% 123
2021
Q1 		$147K Buy
1,713
+150
+10% +$12.5K 0.01% 192
2020
Q4 		$82K Buy
1,563
+750
+92% +$57.1K 0.01% 293
2020
Q3 		$61K Buy
+813
New +$55.1K 0.01% 354
2019
Q4 		– Sell
-1,176
Closed -$83K – 489
2019
Q3 		$83K Sell
1,176
-300
-20% -$20.4K 0.01% 210
2019
Q2 		$94K Buy
1,476
+1,026
+228% +$65.9K 0.01% 210
2019
Q1 		$29K Hold
450
– – ﹤0.01% 323
2018
Q4 		$28K Hold
450
– – 0.01% 300
2018
Q3 		$29K Hold
450
– – 0.01% 404
2018
Q2 		$29K Hold
450
– – ﹤0.01% 262
2018
Q1 		$25K Hold
450
– – ﹤0.01% 216
2017
Q4 		$27K Sell
450
-900
-67% -$51.7K ﹤0.01% 202
2017
Q3 		$74K Sell
1,350
-150
-10% -$7.53K 0.01% 120
2017
Q2 		$74K Sell
1,500
-300
-17% -$15.6K 0.01% 121
2017
Q1 		$99K Buy
+1,800
New +$101K 0.02% 89

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

Harvest Fund Management's LSI Position: Q3 2023 in Review

Harvest Fund Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 761 shares — an estimated $101K sold.

Harvest Fund Management first reported a position in LSI in Q1 2017 and held it in 23 quarters. The position peaked at $613K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Harvest Fund Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Harvest Fund Management sold 761 Life Storage, Inc. shares in Q3 2023, an estimated $101K.
  • Harvest Fund Management first reported a position in Life Storage, Inc. in Q1 2017 and held it in 23 quarters.
  • Harvest Fund Management's Life Storage, Inc. position peaked at $613K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Harvest Fund Management's 13F filing for Q3 2023, filed 7 Nov 2023.