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LSI

NewEdge Advisors’s Life Storage, Inc. LSI Stock Holding History

NewEdge Advisors’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
-2,361
Closed -$314K – 3715
2023
Q2 		$314K Sell
2,361
-2
-0.1% -$266 ﹤0.01% 1432
2023
Q1 		$310K Sell
2,363
-544
-19% -$62.9K ﹤0.01% 1363
2022
Q4 		$224K Buy
2,907
+321
+12% +$33.6K 0.01% 1136
2022
Q3 		$287K Sell
2,586
-16
-0.6% -$1.96K ﹤0.01% 1228
2022
Q2 		$291K Buy
+2,602
New +$321K ﹤0.01% 1230
2022
Q1 		– Sell
-9,078
Closed -$1.39M – 1714
2021
Q4 		$1.39M Buy
9,078
+5,434
+149% +$726K 0.02% 584
2021
Q3 		$418K Buy
+3,644
New +$433K 0.01% 802

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

NewEdge Advisors's LSI Position: Q3 2023 in Review

NewEdge Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,361 shares — an estimated $314K sold.

NewEdge Advisors first reported a position in LSI in Q3 2021 and held it in 7 quarters. The position peaked at $1.39M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • NewEdge Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • NewEdge Advisors sold 2,361 Life Storage, Inc. shares in Q3 2023, an estimated $314K.
  • NewEdge Advisors first reported a position in Life Storage, Inc. in Q3 2021 and held it in 7 quarters.
  • NewEdge Advisors's Life Storage, Inc. position peaked at $1.39M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on NewEdge Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.