HVIA
LSI

Hudson Valley Investment Advisors’s Life Storage, Inc. LSI Stock Holding History

Hudson Valley Investment Advisors’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
-3,202
Closed -$426K – 202
2023
Q2 		$426K Hold
3,202
– – 0.06% 147
2023
Q1 		$420K Hold
3,202
– – 0.06% 161
2022
Q4 		$315K Hold
3,202
– – 0.05% 184
2022
Q3 		$355K Hold
3,202
– – 0.06% 170
2022
Q2 		$358K Hold
3,202
– – 0.06% 160
2022
Q1 		$450K Hold
3,202
– – 0.06% 155
2021
Q4 		$490K Hold
3,202
– – 0.08% 134
2021
Q3 		$367K Hold
3,202
– – 0.06% 144
2021
Q2 		$344K Hold
3,202
– – 0.06% 140
2021
Q1 		$275K Sell
3,202
-1
-0% -$83 0.05% 145
2020
Q4 		$255K Hold
3,203
– – 0.05% 144
2020
Q3 		$225K Hold
3,203
– – 0.05% 137
2020
Q2 		$203K Hold
3,203
– – 0.05% 145
2020
Q1 		$202K Hold
3,203
– – 0.06% 138
2019
Q4 		$231K Hold
3,203
– – 0.05% 146
2019
Q3 		$225K Hold
3,203
– – 0.05% 144
2019
Q2 		$203K Hold
3,203
– – 0.05% 156
2019
Q1 		$208K Buy
+3,203
New +$205K 0.05% 141
2018
Q3 		– Sell
-3,203
Closed -$208K – 158
2018
Q2 		$208K Buy
+3,203
New +$193K 0.05% 138
2016
Q3 		– Sell
-3,203
Closed -$224K – 151
2016
Q2 		$224K Sell
3,203
-67
-2% -$4.87K 0.07% 137
2016
Q1 		$257K Hold
3,270
– – 0.08% 126
2015
Q4 		$234K Buy
+3,270
New +$219K 0.07% 133

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 Valley Investment Advisors's LSI Position: Q3 2023 in Review

Hudson Valley Investment Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,202 shares — an estimated $426K sold.

Hudson Valley Investment Advisors first reported a position in LSI in Q4 2015 and held it in 22 quarters. The position peaked at $490K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Hudson Valley Investment Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 3,202 Life Storage, Inc. shares in Q3 2023, an estimated $426K.
  • Hudson Valley Investment Advisors first reported a position in Life Storage, Inc. in Q4 2015 and held it in 22 quarters.
  • Hudson Valley Investment Advisors's Life Storage, Inc. position peaked at $490K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Hudson Valley Investment Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.