McKinley Carter Wealth Services’s Life Storage, Inc. LSI Stock Holding History

McKinley Carter Wealth Services’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	-4,082	Closed	-$543K	–	302
2023 Q2	$543K	Hold	4,082	–	–	0.04%	199
2023 Q1	$535K	Hold	4,082	–	–	0.04%	196
2022 Q4	$402K	Hold	4,082	–	–	0.03%	223
2022 Q3	$452K	Hold	4,082	–	–	0.04%	191
2022 Q2	$456K	Hold	4,082	–	–	0.04%	206
2022 Q1	$573K	Hold	4,082	–	–	0.04%	187
2021 Q4	$625K	Sell	4,082 -31	-0.8%	-$4.14K	0.05%	173
2021 Q3	$472K	Sell	4,113 -1	-0%	-$119	0.04%	191
2021 Q2	$442K	Sell	4,114 -953	-19%	-$93.7K	0.04%	200
2021 Q1	$436K	Sell	5,067 -507	-9%	-$42.1K	0.04%	202
2020 Q4	$444K	Buy	+5,574	New	+$424K	0.06%	174

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

McKinley Carter Wealth Services's LSI Position: Q3 2023 in Review

McKinley Carter Wealth Services sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,082 shares — an estimated $543K sold.

McKinley Carter Wealth Services first reported a position in LSI in Q4 2020 and held it in 11 quarters. The position peaked at $625K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

McKinley Carter Wealth Services reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,082 Life Storage, Inc. shares in Q3 2023, an estimated $543K.
McKinley Carter Wealth Services first reported a position in Life Storage, Inc. in Q4 2020 and held it in 11 quarters.
McKinley Carter Wealth Services's Life Storage, Inc. position peaked at $625K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.