HPG
LSI

Harvest Portfolios Group’s Life Storage, Inc. LSI Stock Holding History

Harvest Portfolios Group’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
-3,251
Closed -$432K – 230
2023
Q2 		$432K Buy
3,251
+1
+0% +$133 0.02% 185
2023
Q1 		$426K Buy
3,250
+88
+3% +$10.2K 0.02% 186
2022
Q4 		$311K Buy
+3,162
New +$331K 0.02% 161

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

Harvest Portfolios Group's LSI Position: Q3 2023 in Review

Harvest Portfolios Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,251 shares — an estimated $432K sold.

Harvest Portfolios Group first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $432K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Harvest Portfolios Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Harvest Portfolios Group sold 3,251 Life Storage, Inc. shares in Q3 2023, an estimated $432K.
  • Harvest Portfolios Group first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • Harvest Portfolios Group's Life Storage, Inc. position peaked at $432K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Harvest Portfolios Group's 13F filing for Q3 2023, filed 2 Nov 2023.