KPF
LSI

K2 Principal Fund’s Life Storage, Inc. LSI Stock Holding History

K2 Principal Fund’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
-23,260
Closed -$3.09M – 314
2023
Q2 		$3.09M Sell
23,260
-6,522
-22% -$868K 0.71% 45
2023
Q1 		$3.9M Buy
+29,782
New +$3.45M 0.54% 54

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

K2 Principal Fund's LSI Position: Q3 2023 in Review

K2 Principal Fund sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 23,260 shares — an estimated $3.09M sold.

K2 Principal Fund first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $3.9M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • K2 Principal Fund reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • K2 Principal Fund sold 23,260 Life Storage, Inc. shares in Q3 2023, an estimated $3.09M.
  • K2 Principal Fund first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • K2 Principal Fund's Life Storage, Inc. position peaked at $3.9M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on K2 Principal Fund's 13F filing for Q3 2023, filed 13 Nov 2023.