LC
LSI

Lindbrook Capital’s Life Storage, Inc. LSI Stock Holding History

Lindbrook Capital’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
-388
Closed -$51.6K – 2872
2023
Q2 		$51.6K Sell
388
-4
-1% -$532 0.01% 712
2023
Q1 		$51.4K Buy
392
+20
+5% +$2.31K 0.01% 686
2022
Q4 		$36.6K Sell
372
-9
-2% -$943 ﹤0.01% 809
2022
Q3 		$42K Buy
381
+5
+1% +$614 0.01% 721
2022
Q2 		$42K Sell
376
-11
-3% -$1.36K 0.01% 731
2022
Q1 		$54K Buy
387
+7
+2% +$942 0.01% 652
2021
Q4 		$58K Buy
380
+13
+4% +$1.74K 0.01% 670
2021
Q3 		$42K Hold
367
– – 0.01% 492
2021
Q2 		$39K Hold
367
– – 0.01% 551
2021
Q1 		$32K Buy
367
+10
+3% +$831 0.01% 585
2020
Q4 		$28K Hold
357
– – 0.01% 583
2020
Q3 		$25K Sell
357
-24
-6% -$1.63K 0.01% 550
2020
Q2 		$24K Sell
381
-41
-10% -$2.54K 0.01% 560
2020
Q1 		$27K Sell
422
-285
-40% -$20.4K 0.01% 461
2019
Q4 		$51K Buy
707
+14
+2% +$1K 0.02% 444
2019
Q3 		$49K Sell
693
-23
-3% -$1.56K 0.02% 430
2019
Q2 		$45K Hold
716
– – 0.02% 457
2019
Q1 		$46K Buy
716
+23
+3% +$1.47K 0.02% 443
2018
Q4 		$42K Buy
+693
New +$43.9K 0.02% 402

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 $8.74B AUM 14.62% 1-Year Est. Return

Lindbrook Capital's LSI Position: Q3 2023 in Review

Lindbrook Capital sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 388 shares — an estimated $51.6K sold.

Lindbrook Capital first reported a position in LSI in Q4 2018 and held it in 19 quarters. The position peaked at $58K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Lindbrook Capital reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 388 Life Storage, Inc. shares in Q3 2023, an estimated $51.6K.
  • Lindbrook Capital first reported a position in Life Storage, Inc. in Q4 2018 and held it in 19 quarters.
  • Lindbrook Capital's Life Storage, Inc. position peaked at $58K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.