National Bank of Canada’s Life Storage, Inc. LSI Stock Holding History

National Bank of Canada’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	-820,307	Closed	-$110M	–	2948
2023 Q2	$110M	Buy	820,307 +819,999	+266,233%	+$109M	0.2%	103
2023 Q1	$40.4K	Sell	308 -24,541	-99%	-$2.84M	﹤0.01%	1771
2022 Q4	$2.45M	Buy	24,849 +14	+0.1%	+$1.47K	0.01%	822
2022 Q3	$2.75M	Sell	24,835 -8,676	-26%	-$1.06M	0.01%	701
2022 Q2	$3.87M	Sell	33,511 -14,554	-30%	-$1.8M	0.02%	620
2022 Q1	$6.89M	Buy	48,065 +8,782	+22%	+$1.18M	0.02%	527
2021 Q4	$6.02M	Buy	+39,283	New	+$5.25M	0.02%	506

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

National Bank of Canada's LSI Position: Q3 2023 in Review

National Bank of Canada sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 820,307 shares — an estimated $110M sold.

National Bank of Canada first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $110M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

National Bank of Canada reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
National Bank of Canada sold 820,307 Life Storage, Inc. shares in Q3 2023, an estimated $110M.
National Bank of Canada first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
National Bank of Canada's Life Storage, Inc. position peaked at $110M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on National Bank of Canada's 13F filing for Q3 2023, filed 10 Oct 2023.