Luther King Capital Management (LKCM)
LSI

Luther King Capital Management (LKCM)’s Life Storage, Inc. LSI Stock Holding History

Luther King Capital Management (LKCM)’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
-10,800
Closed -$1.44M – 612
2023
Q2 		$1.44M Hold
10,800
– – 0.01% 365
2023
Q1 		$1.42M Hold
10,800
– – 0.01% 342
2022
Q4 		$1.06M Hold
10,800
– – 0.01% 376
2022
Q3 		$1.2M Sell
10,800
-150
-1% -$18.4K 0.01% 355
2022
Q2 		$1.22M Hold
10,950
– – 0.01% 363
2022
Q1 		$1.54M Hold
10,950
– – 0.01% 341
2021
Q4 		$1.68M Hold
10,950
– – 0.01% 335
2021
Q3 		$1.26M Hold
10,950
– – 0.01% 378
2021
Q2 		$1.18M Hold
10,950
– – 0.01% 399
2021
Q1 		$941K Buy
10,950
+1,500
+16% +$125K 0.01% 398
2020
Q4 		$752K Hold
9,450
– – ﹤0.01% 406
2020
Q3 		$663K Hold
9,450
– – ﹤0.01% 378
2020
Q2 		$598K Hold
9,450
– – ﹤0.01% 381
2020
Q1 		$596K Buy
9,450
+1,500
+19% +$107K 0.01% 364
2019
Q4 		$574K Sell
7,950
-50,625
-86% -$3.62M ﹤0.01% 408
2019
Q3 		$4.12M Buy
58,575
+15,015
+34% +$1.02M 0.03% 189
2019
Q2 		$2.76M Sell
43,560
-5,228
-11% -$336K 0.02% 234
2019
Q1 		$3.16M Sell
48,788
-1,155
-2% -$74K 0.02% 213
2018
Q4 		$3.1M Buy
49,943
+98
+0.2% +$6.21K 0.03% 210
2018
Q3 		$3.16M Sell
49,845
-15,210
-23% -$986K 0.02% 238
2018
Q2 		$4.22M Sell
65,055
-1,598
-2% -$96.5K 0.03% 197
2018
Q1 		$3.71M Buy
66,653
+2,228
+3% +$122K 0.03% 208
2017
Q4 		$3.83M Sell
64,425
-14,273
-18% -$821K 0.03% 224
2017
Q3 		$4.29M Sell
78,698
-4,185
-5% -$210K 0.04% 201
2017
Q2 		$4.09M Sell
82,883
-3,585
-4% -$186K 0.04% 209
2017
Q1 		$4.73M Buy
86,468
+42,563
+97% +$2.38M 0.04% 213
2016
Q4 		$2.5M Sell
43,905
-91,110
-67% -$5.05M 0.02% 272
2016
Q3 		$8.01M Sell
135,015
-149,243
-53% -$9.55M 0.08% 180
2016
Q2 		$19.9M Sell
284,258
-34,822
-11% -$2.53M 0.19% 109
2016
Q1 		$25.1M Sell
319,080
-190,959
-37% -$13.9M 0.25% 88
2015
Q4 		$36.5M Sell
510,039
-6,465
-1% -$432K 0.34% 74
2015
Q3 		$32.5M Buy
516,504
+14,962
+3% +$925K 0.32% 77
2015
Q2 		$29.1M Sell
501,542
-28,020
-5% -$1.68M 0.25% 102
2015
Q1 		$33.2M Sell
529,562
-147,847
-22% -$9.18M 0.28% 93
2014
Q4 		$39.4M Buy
677,409
+262,816
+63% +$14.6M 0.32% 91
2014
Q3 		$20.6M Buy
+414,593
New +$21.3M 0.17% 157

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

Luther King Capital Management (LKCM)'s LSI Position: Q3 2023 in Review

Luther King Capital Management (LKCM) sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 10,800 shares — an estimated $1.44M sold.

Luther King Capital Management (LKCM) first reported a position in LSI in Q3 2014 and held it in 36 quarters. The position peaked at $39.4M in Q4 2014. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Luther King Capital Management (LKCM) reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 10,800 Life Storage, Inc. shares in Q3 2023, an estimated $1.44M.
  • Luther King Capital Management (LKCM) first reported a position in Life Storage, Inc. in Q3 2014 and held it in 36 quarters.
  • Luther King Capital Management (LKCM)'s Life Storage, Inc. position peaked at $39.4M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q3 2023, filed 13 Nov 2023.