PVH
LSI

Psagot Value Holdings’s Life Storage, Inc. LSI Stock Holding History

Psagot Value Holdings’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
-5
Closed -$1K – 644
2023
Q2 		$1K Hold
5
– – ﹤0.01% 529
2023
Q1 		$1K Buy
+5
New +$578 ﹤0.01% 487
2017
Q2 		– Sell
-1,800
Closed -$99K – 352
2017
Q1 		$99K Hold
1,800
– – ﹤0.01% 240
2016
Q4 		$102K Hold
1,800
– – ﹤0.01% 226
2016
Q3 		$107K Buy
+1,800
New +$115K ﹤0.01% 238
2014
Q2 		– Sell
-1,724
Closed -$84K – 468
2014
Q1 		$84K Sell
1,724
-492
-22% -$22.9K ﹤0.01% 334
2013
Q4 		$96K Sell
2,216
-1,230
-36% -$58K ﹤0.01% 330
2013
Q3 		$174K Buy
+3,446
New +$162K 0.01% 291

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

Psagot Value Holdings's LSI Position: Q3 2023 in Review

Psagot Value Holdings sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in LSI in Q3 2013 and held it in 8 quarters. The position peaked at $174K in Q3 2013. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Psagot Value Holdings reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 5 Life Storage, Inc. shares in Q3 2023, an estimated $1K.
  • Psagot Value Holdings first reported a position in Life Storage, Inc. in Q3 2013 and held it in 8 quarters.
  • Psagot Value Holdings's Life Storage, Inc. position peaked at $174K in Q3 2013.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Psagot Value Holdings's 13F filing for Q3 2023, filed 30 Oct 2023.