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

MAI Capital 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	-12,184	Closed	-$1.62M	–	1124
2023 Q2	$1.62M	Sell	12,184 -1,426	-10%	-$190K	0.02%	344
2023 Q1	$1.78M	Buy	13,610 +23	+0.2%	+$2.66K	0.03%	314
2022 Q4	$1.34M	Sell	13,587 -392	-3%	-$41.1K	0.02%	356
2022 Q3	$1.55M	Buy	+13,979	New	+$1.72M	0.03%	304

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

MAI Capital Management's LSI Position: Q3 2023 in Review

MAI Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 12,184 shares — an estimated $1.62M sold.

MAI Capital Management first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $1.78M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

MAI Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
MAI Capital Management sold 12,184 Life Storage, Inc. shares in Q3 2023, an estimated $1.62M.
MAI Capital Management first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
MAI Capital Management's Life Storage, Inc. position peaked at $1.78M in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on MAI Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.