McCollum Christoferson Group’s Life Storage, Inc. LSI Stock Holding History

McCollum Christoferson Group’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	-3,000	Closed	-$399K	–	74
2023 Q2	$399K	Hold	3,000	–	–	0.11%	52
2023 Q1	$393K	Hold	3,000	–	–	0.12%	51
2022 Q4	$296K	Hold	3,000	–	–	0.09%	53
2022 Q3	$332K	Sell	3,000 -37	-1%	-$4.54K	0.11%	49
2022 Q2	$339K	Hold	3,037	–	–	0.1%	51
2022 Q1	$426K	Buy	3,037 +37	+1%	+$4.98K	0.11%	57
2021 Q4	$460K	Hold	3,000	–	–	0.1%	57
2021 Q3	$344K	Hold	3,000	–	–	0.08%	58
2021 Q2	$322K	Hold	3,000	–	–	0.08%	57
2021 Q1	$258K	Hold	3,000	–	–	0.07%	64
2020 Q4	$239K	Hold	3,000	–	–	0.06%	63
2020 Q3	$211K	Buy	+3,000	New	+$203K	0.06%	73
2020 Q1	–	Sell	-3,000	Closed	-$217K	–	72
2019 Q4	$217K	Hold	3,000	–	–	0.07%	68
2019 Q3	$211K	Buy	+3,000	New	+$204K	0.08%	66

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

BTI

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

McCollum Christoferson Group's LSI Position: Q3 2023 in Review

McCollum Christoferson Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,000 shares — an estimated $399K sold.

McCollum Christoferson Group first reported a position in LSI in Q3 2019 and held it in 14 quarters. The position peaked at $460K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

McCollum Christoferson Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
McCollum Christoferson Group sold 3,000 Life Storage, Inc. shares in Q3 2023, an estimated $399K.
McCollum Christoferson Group first reported a position in Life Storage, Inc. in Q3 2019 and held it in 14 quarters.
McCollum Christoferson Group's Life Storage, Inc. position peaked at $460K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on McCollum Christoferson Group's 13F filing for Q3 2023, filed 8 Nov 2023.