Picton Mahoney Asset Management’s Life Storage, Inc. LSI Stock Holding History

Picton Mahoney Asset 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	-342,584	Closed	-$45.5M	–	541
2023 Q2	$45.5M	Buy	+342,584	New	+$45.6M	1.96%	5
2017 Q1	–	Sell	-9,600	Closed	-$546K	–	234
2016 Q4	$546K	Sell	9,600 -16,350	-63%	-$906K	0.04%	152
2016 Q3	$1.54M	Sell	25,950 -39,900	-61%	-$2.55M	0.1%	150
2016 Q2	$4.61M	Sell	65,850 -1,500	-2%	-$109K	0.28%	101
2016 Q1	$5.3M	Sell	67,350 -1,500	-2%	-$109K	0.34%	93
2015 Q4	$4.92M	Sell	68,850 -5,550	-7%	-$371K	0.29%	97
2015 Q3	$4.68M	Buy	+74,400	New	+$4.6M	0.27%	101

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

Picton Mahoney Asset Management's LSI Position: Q3 2023 in Review

Picton Mahoney Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 342,584 shares — an estimated $45.5M sold.

Picton Mahoney Asset Management first reported a position in LSI in Q3 2015 and held it in 7 quarters. The position peaked at $45.5M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Picton Mahoney Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Picton Mahoney Asset Management sold 342,584 Life Storage, Inc. shares in Q3 2023, an estimated $45.5M.
Picton Mahoney Asset Management first reported a position in Life Storage, Inc. in Q3 2015 and held it in 7 quarters.
Picton Mahoney Asset Management's Life Storage, Inc. position peaked at $45.5M in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.