NICM
LSI

Neo Ivy Capital Management’s Life Storage, Inc. LSI Stock Holding History

Neo Ivy 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
-9,201
Closed -$1.22M – 489
2023
Q2 		$1.22M Buy
+9,201
New +$1.22M 0.64% 28
2022
Q4 		$482K Buy
4,896
+1,660
+51% +$174K 0.33% 150
2022
Q3 		$358K Buy
3,236
+17
+0.5% +$2.09K 0.94% 9
2022
Q2 		$359K Sell
3,219
-3,459
-52% -$427K 0.96% 11
2022
Q1 		$938K Buy
6,678
+2,895
+77% +$390K 0.85% 7
2021
Q4 		$579K Buy
+3,783
New +$505K 0.83% 15
2021
Q2 		– Sell
-9,296
Closed -$799K – 651
2021
Q1 		$799K Buy
+9,296
New +$773K 0.88% 14

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

Neo Ivy Capital Management's LSI Position: Q3 2023 in Review

Neo Ivy Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 9,201 shares — an estimated $1.22M sold.

Neo Ivy Capital Management first reported a position in LSI in Q1 2021 and held it in 7 quarters. The position peaked at $1.22M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Neo Ivy Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Neo Ivy Capital Management sold 9,201 Life Storage, Inc. shares in Q3 2023, an estimated $1.22M.
  • Neo Ivy Capital Management first reported a position in Life Storage, Inc. in Q1 2021 and held it in 7 quarters.
  • Neo Ivy Capital Management's Life Storage, Inc. position peaked at $1.22M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Neo Ivy Capital Management's 13F filing for Q3 2023, filed 30 Nov 2023.