LIM
LSI

Leavell Investment Management’s Life Storage, Inc. LSI Stock Holding History

Leavell Investment Management’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
-2,495
Closed -$332K – 471
2023
Q2 		$332K Hold
2,495
– – 0.02% 383
2023
Q1 		$327K Hold
2,495
– – 0.02% 377
2022
Q4 		$246K Hold
2,495
– – 0.02% 400
2022
Q3 		$276K Hold
2,495
– – 0.02% 379
2022
Q2 		$279K Hold
2,495
– – 0.02% 376
2022
Q1 		$350K Hold
2,495
– – 0.02% 350
2021
Q4 		$382K Hold
2,495
– – 0.03% 354
2021
Q3 		$286K Buy
+2,495
New +$297K 0.02% 356
2021
Q1 		– Sell
-3,345
Closed -$266K – 397
2020
Q4 		$266K Buy
3,345
+150
+5% +$11.4K 0.02% 344
2020
Q3 		$224K Hold
3,195
– – 0.02% 348
2020
Q2 		$202K Hold
3,195
– – 0.02% 354
2020
Q1 		$201K Hold
3,195
– – 0.02% 343
2019
Q4 		$231K Buy
+3,195
New +$228K 0.02% 360

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

Leavell Investment Management's LSI Position: Q3 2023 in Review

Leavell Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,495 shares — an estimated $332K sold.

Leavell Investment Management first reported a position in LSI in Q4 2019 and held it in 13 quarters. The position peaked at $382K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Leavell Investment Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Leavell Investment Management sold 2,495 Life Storage, Inc. shares in Q3 2023, an estimated $332K.
  • Leavell Investment Management first reported a position in Life Storage, Inc. in Q4 2019 and held it in 13 quarters.
  • Leavell Investment Management's Life Storage, Inc. position peaked at $382K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Leavell Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.