MOACM
LSI

Mutual of America Capital Management’s Life Storage, Inc. LSI Stock Holding History

Mutual of America 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
-64,405
Closed -$8.56M – 1497
2023
Q2 		$8.56M Sell
64,405
-6,357
-9% -$846K 0.1% 201
2023
Q1 		$9.28M Sell
70,762
-1,434
-2% -$166K 0.11% 174
2022
Q4 		$7.11M Buy
72,196
+1,905
+3% +$200K 0.09% 268
2022
Q3 		$7.79M Sell
70,291
-1,884
-3% -$231K 0.11% 203
2022
Q2 		$8.06M Sell
72,175
-2,617
-3% -$323K 0.1% 218
2022
Q1 		$10.5M Buy
74,792
+1,486
+2% +$200K 0.11% 188
2021
Q4 		$11.2M Buy
73,306
+4,293
+6% +$573K 0.11% 182
2021
Q3 		$7.92M Buy
69,013
+2,427
+4% +$289K 0.08% 292
2021
Q2 		$7.15M Sell
66,586
-1,419
-2% -$140K 0.07% 343
2021
Q1 		$5.84M Sell
68,005
-259
-0.4% -$21.5K 0.06% 408
2020
Q4 		$5.43M Buy
68,264
+2,661
+4% +$203K 0.06% 415
2020
Q3 		$4.6M Sell
65,603
-700
-1% -$47.4K 0.06% 406
2020
Q2 		$4.2M Buy
66,303
+1,198
+2% +$74.3K 0.06% 435
2020
Q1 		$4.1M Buy
65,105
+2,073
+3% +$148K 0.07% 360
2019
Q4 		$4.55M Buy
63,032
+663
+1% +$47.4K 0.06% 483
2019
Q3 		$4.38M Buy
62,369
+762
+1% +$51.8K 0.06% 474
2019
Q2 		$3.9M Sell
61,607
-84
-0.1% -$5.39K 0.06% 523
2019
Q1 		$4M Buy
61,691
+972
+2% +$62.3K 0.06% 516
2018
Q4 		$3.76M Buy
60,719
+638
+1% +$40.4K 0.06% 473
2018
Q3 		$3.81M Buy
60,081
+354
+0.6% +$22.9K 0.05% 553
2018
Q2 		$3.88M Buy
59,727
+2,655
+5% +$160K 0.06% 541
2018
Q1 		$3.18M Sell
57,072
-28,218
-33% -$1.54M 0.05% 625
2017
Q4 		$5.07M Sell
85,290
-15,992
-16% -$919K 0.08% 378
2017
Q3 		$5.52M Buy
101,282
+1,521
+2% +$76.3K 0.09% 308
2017
Q2 		$4.93M Buy
99,761
+593
+0.6% +$30.8K 0.09% 347
2017
Q1 		$5.43M Buy
99,168
+2,637
+3% +$148K 0.1% 287
2016
Q4 		$5.49M Buy
96,531
+1,828
+2% +$101K 0.1% 262
2016
Q3 		$5.62M Buy
94,703
+2,148
+2% +$137K 0.11% 216
2016
Q2 		$6.47M Buy
92,555
+11,156
+14% +$810K 0.14% 149
2016
Q1 		$6.4M Buy
81,399
+5,331
+7% +$388K 0.14% 146
2015
Q4 		$5.44M Buy
76,068
+3,409
+5% +$228K 0.12% 183
2015
Q3 		$4.57M Buy
72,659
+35,660
+96% +$2.21M 0.11% 222
2015
Q2 		$2.14M Hold
36,999
– – 0.05% 673
2015
Q1 		$2.32M Buy
36,999
+1,588
+4% +$98.6K 0.05% 645
2014
Q4 		$2.06M Buy
35,411
+1,461
+4% +$81.3K 0.05% 698
2014
Q3 		$1.68M Buy
33,950
+1,910
+6% +$98K 0.04% 767
2014
Q2 		$1.65M Hold
32,040
– – 0.04% 796
2014
Q1 		$1.57M Hold
32,040
– – 0.04% 797
2013
Q4 		$1.39M Buy
32,040
+9,825
+44% +$463K 0.03% 852
2013
Q3 		$1.12M Buy
+22,215
New +$1.04M 0.03% 880

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
IA
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

Mutual of America Capital Management's LSI Position: Q3 2023 in Review

Mutual of America Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 64,405 shares — an estimated $8.56M sold.

Mutual of America Capital Management first reported a position in LSI in Q3 2013 and held it in 40 quarters. The position peaked at $11.2M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Mutual of America Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Mutual of America Capital Management sold 64,405 Life Storage, Inc. shares in Q3 2023, an estimated $8.56M.
  • Mutual of America Capital Management first reported a position in Life Storage, Inc. in Q3 2013 and held it in 40 quarters.
  • Mutual of America Capital Management's Life Storage, Inc. position peaked at $11.2M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Mutual of America Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.