SIC
LSI

Salem Investment Counselors’s Life Storage, Inc. LSI Stock Holding History

Salem Investment Counselors’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
-975
Closed -$130K – 1200
2023
Q2 		$130K Hold
975
– – ﹤0.01% 378
2023
Q1 		$128K Sell
975
-25
-3% -$2.89K 0.01% 385
2022
Q4 		$98.5K Sell
1,000
-25
-2% -$2.62K ﹤0.01% 414
2022
Q3 		$114K Sell
1,025
-50
-5% -$6.14K 0.01% 378
2022
Q2 		$120K Hold
1,075
– – 0.01% 391
2022
Q1 		$151K Sell
1,075
-115
-10% -$15.5K 0.01% 374
2021
Q4 		$182K Hold
1,190
– – 0.01% 382
2021
Q3 		$137K Hold
1,190
– – 0.01% 385
2021
Q2 		$128K Sell
1,190
-60
-5% -$5.9K 0.01% 378
2021
Q1 		$107K Sell
1,250
-100
-7% -$8.31K 0.01% 361
2020
Q4 		$107K Hold
1,350
– – 0.01% 342
2020
Q3 		$95K Hold
1,350
– – 0.01% 312
2020
Q2 		$85K Hold
1,350
– – 0.01% 318
2020
Q1 		$85K Hold
1,350
– – 0.01% 289
2019
Q4 		$97K Hold
1,350
– – 0.01% 311
2019
Q3 		$95K Hold
1,350
– – 0.01% 307
2019
Q2 		$86K Hold
1,350
– – 0.01% 319
2019
Q1 		$86K Buy
+1,350
New +$86.5K 0.01% 252
2018
Q4 		– Sell
-1,350
Closed -$86K – 407
2018
Q3 		$86K Hold
1,350
– – 0.01% 252
2018
Q2 		$88K Hold
1,350
– – 0.01% 248
2018
Q1 		$75K Hold
1,350
– – 0.01% 250
2017
Q4 		$80K Hold
1,350
– – 0.01% 262
2017
Q3 		$73K Hold
1,350
– – 0.01% 266
2017
Q2 		$67K Hold
1,350
– – 0.01% 284
2017
Q1 		$75K Buy
+1,350
New +$75.6K 0.01% 332

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

Salem Investment Counselors's LSI Position: Q3 2023 in Review

Salem Investment Counselors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 975 shares — an estimated $130K sold.

Salem Investment Counselors first reported a position in LSI in Q1 2017 and held it in 25 quarters. The position peaked at $182K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Salem Investment Counselors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Salem Investment Counselors sold 975 Life Storage, Inc. shares in Q3 2023, an estimated $130K.
  • Salem Investment Counselors first reported a position in Life Storage, Inc. in Q1 2017 and held it in 25 quarters.
  • Salem Investment Counselors's Life Storage, Inc. position peaked at $182K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Salem Investment Counselors's 13F filing for Q3 2023, filed 4 Oct 2023.