Orion Portfolio Solutions’s Life Storage, Inc. LSI Stock Holding History

Orion Portfolio Solutions’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	-3,544	Closed	-$471K	–	1699
2023 Q2	$471K	Buy	3,544 +8	+0.2%	+$1.06K	0.01%	1237
2023 Q1	$464K	Buy	+3,536	New	+$409K	0.01%	1163
2020 Q3	–	Sell	-21	Closed	-$1K	–	2213
2020 Q2	$1K	Buy	21 +13	+163%	+$806	﹤0.01%	2118
2020 Q1	$0	Sell	8 -1	-11%	-$71	﹤0.01%	2402
2019 Q4	$1K	Buy	+9	New	+$643	﹤0.01%	1764

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

Orion Portfolio Solutions's LSI Position: Q3 2023 in Review

Orion Portfolio Solutions sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,544 shares — an estimated $471K sold.

Orion Portfolio Solutions first reported a position in LSI in Q4 2019 and held it in 5 quarters. The position peaked at $471K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Orion Portfolio Solutions reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 3,544 Life Storage, Inc. shares in Q3 2023, an estimated $471K.
Orion Portfolio Solutions first reported a position in Life Storage, Inc. in Q4 2019 and held it in 5 quarters.
Orion Portfolio Solutions's Life Storage, Inc. position peaked at $471K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Orion Portfolio Solutions's 13F filing for Q3 2023, filed 1 Nov 2023.