H
LSI

HoyleCohen’s Life Storage, Inc. LSI Stock Holding History

HoyleCohen’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
-5,531
Closed -$735K – 268
2023
Q2 		$735K Sell
5,531
-510
-8% -$67.8K 0.06% 157
2023
Q1 		$792K Hold
6,041
– – 0.07% 149
2022
Q4 		$595K Hold
6,041
– – 0.06% 173
2022
Q3 		$669K Hold
6,041
– – 0.07% 153
2022
Q2 		$675K Sell
6,041
-225
-4% -$27.8K 0.07% 159
2022
Q1 		$880K Buy
6,266
+148
+2% +$19.9K 0.08% 151
2021
Q4 		$937K Buy
6,118
+457
+8% +$61K 0.08% 150
2021
Q3 		$650K Sell
5,661
-112
-2% -$13.3K 0.06% 165
2021
Q2 		$620K Hold
5,773
– – 0.05% 168
2021
Q1 		$496K Sell
5,773
-2
-0% -$166 0.05% 177
2020
Q4 		$460K Sell
5,775
-150
-3% -$11.4K 0.05% 168
2020
Q3 		$416K Buy
5,925
+75
+1% +$5.08K 0.06% 147
2020
Q2 		$370K Buy
5,850
+75
+1% +$4.65K 0.06% 142
2020
Q1 		$364K Buy
5,775
+487
+9% +$34.8K 0.07% 139
2019
Q4 		$382K Buy
5,288
+2,100
+66% +$150K 0.06% 155
2019
Q3 		$224K Buy
+3,188
New +$217K 0.04% 183

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

HoyleCohen's LSI Position: Q3 2023 in Review

HoyleCohen sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5,531 shares — an estimated $735K sold.

HoyleCohen first reported a position in LSI in Q3 2019 and held it in 16 quarters. The position peaked at $937K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • HoyleCohen reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • HoyleCohen sold 5,531 Life Storage, Inc. shares in Q3 2023, an estimated $735K.
  • HoyleCohen first reported a position in Life Storage, Inc. in Q3 2019 and held it in 16 quarters.
  • HoyleCohen's Life Storage, Inc. position peaked at $937K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on HoyleCohen's 13F filing for Q3 2023, filed 2 Nov 2023.