OTL
LSI

Oak Thistle LLC’s Life Storage, Inc. LSI Stock Holding History

Oak Thistle LLC’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
-6,760
Closed -$899K – 648
2023
Q2 		$899K Buy
+6,760
New +$899K 0.47% 48
2023
Q1 		– Sell
-3,938
Closed -$388K – 458
2022
Q4 		$388K Buy
+3,938
New +$413K 0.83% 28

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

Oak Thistle LLC's LSI Position: Q3 2023 in Review

Oak Thistle LLC sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,760 shares — an estimated $899K sold.

Oak Thistle LLC first reported a position in LSI in Q4 2022 and held it in 2 quarters. The position peaked at $899K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Oak Thistle LLC reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 6,760 Life Storage, Inc. shares in Q3 2023, an estimated $899K.
  • Oak Thistle LLC first reported a position in Life Storage, Inc. in Q4 2022 and held it in 2 quarters.
  • Oak Thistle LLC's Life Storage, Inc. position peaked at $899K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Oak Thistle LLC's 13F filing for Q3 2023, filed 18 Oct 2023.