Hennion & Walsh Asset Management’s Life Storage, Inc. LSI Stock Holding History

Hennion & Walsh Asset 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	-6,365	Closed	-$846K	–	851
2023 Q2	$846K	Sell	6,365 -204	-3%	-$27.1K	0.05%	402
2023 Q1	$861K	Buy	6,569 +2,010	+44%	+$233K	0.05%	392
2022 Q4	$449K	Buy	4,559 +2,452	+116%	+$257K	0.03%	522
2022 Q3	$233K	Sell	2,107 -1,147	-35%	-$141K	0.02%	686
2022 Q2	$363K	Sell	3,254 -174	-5%	-$21.5K	0.02%	573
2022 Q1	$481K	Buy	3,428 +532	+18%	+$71.6K	0.03%	519
2021 Q4	$444K	Sell	2,896 -4,314	-60%	-$576K	0.02%	561
2021 Q3	$827K	Sell	7,210 -142	-2%	-$16.9K	0.04%	397
2021 Q2	$789K	Sell	7,352 -282	-4%	-$27.7K	0.04%	418
2021 Q1	$656K	Buy	+7,634	New	+$635K	0.04%	452

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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Hennion & Walsh Asset Management's LSI Position: Q3 2023 in Review

Hennion & Walsh Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,365 shares — an estimated $846K sold.

Hennion & Walsh Asset Management first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $861K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Hennion & Walsh Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 6,365 Life Storage, Inc. shares in Q3 2023, an estimated $846K.
Hennion & Walsh Asset Management first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
Hennion & Walsh Asset Management's Life Storage, Inc. position peaked at $861K in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2023, filed 27 Oct 2023.