Laffer Tengler Investments’s Life Storage, Inc. LSI Stock Holding History

Laffer Tengler Investments’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	-1,005	Closed	-$134K	–	408
2023 Q2	$134K	Sell	1,005 -203	-17%	-$27K	0.04%	230
2023 Q1	$158K	Sell	1,208 -1	-0.1%	-$116	0.04%	215
2022 Q4	$119K	Buy	1,209 +697	+136%	+$73K	0.03%	241
2022 Q3	$56.7K	Hold	512	–	–	0.02%	260
2022 Q2	$57.2K	Hold	512	–	–	0.02%	266
2022 Q1	$71.9K	Buy	+512	New	+$68.9K	0.02%	278

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Laffer Tengler Investments's LSI Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,005 shares — an estimated $134K sold.

Laffer Tengler Investments first reported a position in LSI in Q1 2022 and held it in 6 quarters. The position peaked at $158K in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Laffer Tengler Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 1,005 Life Storage, Inc. shares in Q3 2023, an estimated $134K.
Laffer Tengler Investments first reported a position in Life Storage, Inc. in Q1 2022 and held it in 6 quarters.
Laffer Tengler Investments's Life Storage, Inc. position peaked at $158K in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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