LOIM
LSI

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

Liberty One 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
-21,693
Closed -$2.88M – 169
2023
Q2 		$2.88M Buy
21,693
+455
+2% +$60.5K 0.37% 38
2023
Q1 		$2.78M Buy
21,238
+3,581
+20% +$414K 0.38% 36
2022
Q4 		$1.74M Buy
17,657
+1,443
+9% +$151K 0.25% 68
2022
Q3 		$1.8M Buy
+16,214
New +$1.99M 0.3% 60

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

Liberty One Investment Management's LSI Position: Q3 2023 in Review

Liberty One Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 21,693 shares — an estimated $2.88M sold.

Liberty One Investment Management first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $2.88M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Liberty One Investment Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Liberty One Investment Management sold 21,693 Life Storage, Inc. shares in Q3 2023, an estimated $2.88M.
  • Liberty One Investment Management first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
  • Liberty One Investment Management's Life Storage, Inc. position peaked at $2.88M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Liberty One Investment Management's 13F filing for Q3 2023, filed 3 Nov 2023.