MPWT
LSI

MassMutual Private Wealth & Trust’s Life Storage, Inc. LSI Stock Holding History

MassMutual Private Wealth & Trust’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
-133
Closed -$17.7K – 2084
2023
Q2 		$17.7K Buy
133
+4
+3% +$532 ﹤0.01% 790
2023
Q1 		$16.9K Buy
129
+56
+77% +$6.48K ﹤0.01% 778
2022
Q4 		$7K Sell
73
-32
-30% -$3.35K ﹤0.01% 910
2022
Q3 		$12K Buy
105
+64
+156% +$7.85K ﹤0.01% 710
2022
Q2 		$5K Hold
41
– – ﹤0.01% 929
2022
Q1 		$6K Buy
41
+5
+14% +$673 ﹤0.01% 897
2021
Q4 		$6K Hold
36
– – ﹤0.01% 875
2021
Q3 		$4K Hold
36
– – ﹤0.01% 955
2021
Q2 		$4K Buy
36
+24
+200% +$2.36K ﹤0.01% 916
2021
Q1 		$1K Buy
+12
New +$998 ﹤0.01% 1082

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

MassMutual Private Wealth & Trust's LSI Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 133 shares — an estimated $17.7K sold.

MassMutual Private Wealth & Trust first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $17.7K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 133 Life Storage, Inc. shares in Q3 2023, an estimated $17.7K.
  • MassMutual Private Wealth & Trust first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
  • MassMutual Private Wealth & Trust's Life Storage, Inc. position peaked at $17.7K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.