LPL Financial
LSI

LPL Financial’s Life Storage, Inc. LSI Stock Holding History

LPL Financial’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
-74,849
Closed -$9.95M – 4851
2023
Q2 		$9.95M Buy
74,849
+297
+0.4% +$39.5K 0.01% 1140
2023
Q1 		$9.77M Buy
74,552
+2,831
+4% +$327K 0.01% 1101
2022
Q4 		$7.06M Sell
71,721
-839
-1% -$87.9K 0.01% 1239
2022
Q3 		$8.04M Buy
72,560
+750
+1% +$92K 0.01% 1075
2022
Q2 		$8.02M Sell
71,810
-13
-0% -$1.6K 0.01% 1087
2022
Q1 		$10.1M Sell
71,823
-195
-0.3% -$26.3K 0.01% 998
2021
Q4 		$11M Buy
72,018
+111
+0.2% +$14.8K 0.01% 965
2021
Q3 		$8.25M Buy
71,907
+1,046
+1% +$124K 0.01% 1070
2021
Q2 		$7.61M Buy
70,861
+5,348
+8% +$526K 0.01% 1071
2021
Q1 		$5.63M Buy
65,513
+1,710
+3% +$142K 0.01% 1150
2020
Q4 		$5.08M Sell
63,803
-1,291
-2% -$98.3K 0.01% 1108
2020
Q3 		$4.57M Buy
65,094
+930
+1% +$63K 0.01% 1001
2020
Q2 		$4.06M Sell
64,164
-848
-1% -$52.6K 0.01% 981
2020
Q1 		$4.1M Sell
65,012
-7,381
-10% -$527K 0.01% 829
2019
Q4 		$5.23M Buy
72,393
+253
+0.4% +$18.1K 0.01% 823
2019
Q3 		$5.07M Sell
72,140
-3,792
-5% -$258K 0.01% 793
2019
Q2 		$4.81M Buy
75,932
+9,167
+14% +$589K 0.01% 809
2019
Q1 		$4.33M Sell
66,765
-1,659
-2% -$106K 0.01% 832
2018
Q4 		$4.24M Buy
68,424
+324
+0.5% +$20.5K 0.01% 750
2018
Q3 		$4.32M Sell
68,100
-4,460
-6% -$289K 0.01% 810
2018
Q2 		$4.71M Sell
72,560
-1,581
-2% -$95.5K 0.01% 738
2018
Q1 		$4.13M Sell
74,141
-3,258
-4% -$178K 0.01% 773
2017
Q4 		$4.6M Buy
77,399
+3,063
+4% +$176K 0.01% 697
2017
Q3 		$4.05M Sell
74,336
-246
-0.3% -$12.3K 0.01% 675
2017
Q2 		$3.68M Sell
74,582
-481
-0.6% -$25K 0.01% 662
2017
Q1 		$4.1M Sell
75,063
-401
-0.5% -$22.5K 0.03% 497
2016
Q4 		$4.27M Sell
75,464
-744
-1% -$41.2K 0.03% 466
2016
Q3 		$4.39M Buy
+76,208
New +$4.88M 0.04% 420
2016
Q2 		– Sell
-151,911
Closed -$11.8M – 3046
2016
Q1 		$11.8M Buy
151,911
+1,404
+0.9% +$102K 0.03% 395
2015
Q4 		$10.9M Buy
150,507
+72,553
+93% +$4.85M 0.03% 417
2015
Q3 		$5.09M Sell
77,954
-2,364
-3% -$146K 0.03% 454
2015
Q2 		$4.81M Buy
80,318
+1,005
+1% +$60.2K 0.02% 529
2015
Q1 		$4.94M Buy
79,313
+104
+0.1% +$6.46K 0.03% 524
2014
Q4 		$4.61M Sell
79,209
-9,360
-11% -$521K 0.03% 518
2014
Q3 		$4.41M Sell
88,569
-1,691
-2% -$86.8K 0.03% 511
2014
Q2 		$4.65M Sell
90,260
-7,764
-8% -$393K 0.03% 501
2014
Q1 		$4.8M Sell
98,024
-3,087
-3% -$144K 0.03% 454
2013
Q4 		$4.39M Sell
101,111
-9,544
-9% -$450K 0.03% 482
2013
Q3 		$5.74M Buy
110,655
+1,251
+1% +$58.7K 0.04% 375
2013
Q2 		$4.73M Buy
+109,404
New +$4.84M 0.03% 387

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

LPL Financial's LSI Position: Q3 2023 in Review

LPL Financial sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 74,849 shares — an estimated $9.95M sold.

LPL Financial first reported a position in LSI in Q2 2013 and held it in 40 quarters. The position peaked at $11.8M in Q1 2016. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • LPL Financial reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 74,849 Life Storage, Inc. shares in Q3 2023, an estimated $9.95M.
  • LPL Financial first reported a position in Life Storage, Inc. in Q2 2013 and held it in 40 quarters.
  • LPL Financial's Life Storage, Inc. position peaked at $11.8M in Q1 2016.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.