John Overdeck’s Life Storage, Inc. LSI Stock Holding History

John Overdeck’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
2018 Q3	–	Sell	-4,200	Closed	-$272K	–	3713
2018 Q2	$272K	Sell	4,200 -8,700	-67%	-$526K	﹤0.01%	3003
2018 Q1	$718K	Buy	+12,900	New	+$705K	﹤0.01%	2231
2017 Q4	–	Sell	-18,900	Closed	-$1.03M	–	3536
2017 Q3	$1.03M	Sell	18,900 -6,300	-25%	-$316K	﹤0.01%	1707
2017 Q2	$1.25M	Buy	+25,200	New	+$1.31M	﹤0.01%	1753

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

John Overdeck's LSI Position: Q3 2023 in Review

John Overdeck sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 127,436 shares — an estimated $16.9M sold.

John Overdeck first reported a position in LSI in Q2 2013 and held it in 23 quarters. The position peaked at $20.7M in Q4 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

John Overdeck reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
John Overdeck sold 127,436 Life Storage, Inc. shares in Q3 2023, an estimated $16.9M.
John Overdeck first reported a position in Life Storage, Inc. in Q2 2013 and held it in 23 quarters.
John Overdeck's Life Storage, Inc. position peaked at $20.7M in Q4 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Two Sigma Investments's 13F filing for Q3 2023, filed 14 Nov 2023.