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

Lockheed Martin 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	-6,082	Closed	-$809K	–	146
2023 Q2	$809K	Buy	6,082 +600	+11%	+$79.8K	0.05%	117
2023 Q1	$719K	Hold	5,482	–	–	0.04%	122
2022 Q4	$540K	Buy	5,482 +600	+12%	+$62.9K	0.04%	125
2022 Q3	$540K	Sell	4,882 -800	-14%	-$98.2K	0.04%	122
2022 Q2	$634K	Sell	5,682 -2,040	-26%	-$252K	0.04%	129
2022 Q1	$1.08M	Sell	7,722 -1,100	-12%	-$148K	0.06%	132
2021 Q4	$1.35M	Buy	+8,822	New	+$1.18M	0.07%	130

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lockheed Martin Investment Management's LSI Position: Q3 2023 in Review

Lockheed Martin Investment Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,082 shares — an estimated $809K sold.

Lockheed Martin Investment Management first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $1.35M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Lockheed Martin Investment Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Lockheed Martin Investment Management sold 6,082 Life Storage, Inc. shares in Q3 2023, an estimated $809K.
Lockheed Martin Investment Management first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
Lockheed Martin Investment Management's Life Storage, Inc. position peaked at $1.35M in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2023, filed 13 Nov 2023.