Money Concepts Capital’s Life Storage, Inc. LSI Stock Holding History

Money Concepts Capital’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	-4,395	Closed	-$585K	–	386
2023 Q2	$585K	Sell	4,395 -20,765	-83%	-$2.76M	0.06%	240
2023 Q1	$3.33M	Buy	25,160 +3,237	+15%	+$374K	0.19%	104
2022 Q4	$2.16M	Buy	21,923 +5,709	+35%	+$598K	0.1%	181
2022 Q3	$1.8M	Buy	+16,214	New	+$1.99M	0.11%	172

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

Money Concepts Capital's LSI Position: Q3 2023 in Review

Money Concepts Capital sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,395 shares — an estimated $585K sold.

Money Concepts Capital first reported a position in LSI in Q3 2022 and held it in 4 quarters. The position peaked at $3.33M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Money Concepts Capital reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Money Concepts Capital sold 4,395 Life Storage, Inc. shares in Q3 2023, an estimated $585K.
Money Concepts Capital first reported a position in Life Storage, Inc. in Q3 2022 and held it in 4 quarters.
Money Concepts Capital's Life Storage, Inc. position peaked at $3.33M in Q1 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.