HEIP
LSI

Hudson Edge Investment Partners’s Life Storage, Inc. LSI Stock Holding History

Hudson Edge Investment Partners’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
-2,401
Closed -$319K – 136
2023
Q2 		$319K Sell
2,401
-3,140
-57% -$418K 0.1% 113
2023
Q1 		$726K Sell
5,541
-15
-0.3% -$1.74K 0.23% 68
2022
Q4 		$547K Buy
5,556
+2,219
+66% +$232K 0.19% 97
2022
Q3 		$370K Sell
3,337
-71
-2% -$8.71K 0.14% 132
2022
Q2 		$381K Buy
+3,408
New +$421K 0.14% 123
2021
Q4 		– Sell
-3,985
Closed -$457K – 145
2021
Q3 		$457K Sell
3,985
-936
-19% -$111K 0.15% 124
2021
Q2 		$528K Sell
4,921
-1,410
-22% -$139K 0.17% 117
2021
Q1 		$544K Sell
6,331
-505
-7% -$42K 0.18% 105
2020
Q4 		$544K Sell
6,836
-1,155
-14% -$88K 0.19% 100
2020
Q3 		$561K Buy
7,991
+426
+6% +$28.9K 0.23% 89
2020
Q2 		$479K Sell
7,565
-166
-2% -$10.3K 0.15% 95
2020
Q1 		$487K Sell
7,731
-1,232
-14% -$88K 0.18% 71
2019
Q4 		$647K Buy
8,963
+1,847
+26% +$132K 0.17% 92
2019
Q3 		$500K Hold
7,116
– – 0.14% 100
2019
Q2 		$451K Buy
7,116
+1,182
+20% +$75.9K 0.13% 100
2019
Q1 		$385K Sell
5,934
-2,495
-30% -$160K 0.12% 96
2018
Q4 		$523K Sell
8,429
-120
-1% -$7.61K 0.16% 76
2018
Q3 		$542K Buy
8,549
+2,010
+31% +$130K 0.1% 109
2018
Q2 		$424K Buy
+6,539
New +$395K 0.08% 128

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

Hudson Edge Investment Partners's LSI Position: Q3 2023 in Review

Hudson Edge Investment Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,401 shares — an estimated $319K sold.

Hudson Edge Investment Partners first reported a position in LSI in Q2 2018 and held it in 19 quarters. The position peaked at $726K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Hudson Edge Investment Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Hudson Edge Investment Partners sold 2,401 Life Storage, Inc. shares in Q3 2023, an estimated $319K.
  • Hudson Edge Investment Partners first reported a position in Life Storage, Inc. in Q2 2018 and held it in 19 quarters.
  • Hudson Edge Investment Partners's Life Storage, Inc. position peaked at $726K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Hudson Edge Investment Partners's 13F filing for Q3 2023, filed 20 Oct 2023.