Red Tortoise LLC’s Life Storage, Inc. LSI Stock Holding History

Red Tortoise 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	-27	Closed	-$3.59K	–	596
2023 Q2	$3.59K	Hold	27	–	–	﹤0.01%	347
2023 Q1	$3.54K	Hold	27	–	–	﹤0.01%	326
2022 Q4	$2.66K	Buy	+27	New	+$2.83K	﹤0.01%	423
2021 Q4	–	Sell	-27	Closed	-$3K	–	530
2021 Q3	$3K	Buy	+27	New	+$3.21K	﹤0.01%	391

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

Red Tortoise LLC's LSI Position: Q3 2023 in Review

Red Tortoise LLC sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 27 shares — an estimated $3.59K sold.

Red Tortoise LLC first reported a position in LSI in Q3 2021 and held it in 4 quarters. The position peaked at $3.59K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Red Tortoise LLC reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Red Tortoise LLC sold 27 Life Storage, Inc. shares in Q3 2023, an estimated $3.59K.
Red Tortoise LLC first reported a position in Life Storage, Inc. in Q3 2021 and held it in 4 quarters.
Red Tortoise LLC's Life Storage, Inc. position peaked at $3.59K in Q2 2023.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Red Tortoise LLC's 13F filing for Q3 2023, filed 2 Nov 2023.