SP
LSI

Sarasin & Partners’s Life Storage, Inc. LSI Stock Holding History

Sarasin & Partners’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
-26,249
Closed -$3.49M – 82
2023
Q2 		$3.49M Sell
26,249
-122,677
-82% -$16.3M 0.04% 75
2023
Q1 		$20.2M Buy
148,926
+83,107
+126% +$9.61M 0.11% 71
2022
Q4 		$6.48M Buy
65,819
+2,811
+4% +$294K 0.08% 71
2022
Q3 		$6.98M Sell
63,008
-36,047
-36% -$4.42M 0.1% 73
2022
Q2 		$11.1M Buy
99,055
+9,158
+10% +$1.13M 0.14% 65
2022
Q1 		$12.6M Buy
89,897
+6,790
+8% +$914K 0.13% 66
2021
Q4 		$12.7M Sell
83,107
-136
-0.2% -$18.2K 0.12% 69
2021
Q3 		$9.55M Buy
83,243
+2,349
+3% +$279K 0.1% 69
2021
Q2 		$8.68M Hold
80,894
– – 0.09% 68
2021
Q1 		$6.95M Sell
80,894
-44,230
-35% -$3.68M 0.08% 70
2020
Q4 		$9.96M Buy
125,124
+48,871
+64% +$3.72M 0.13% 65
2020
Q3 		$5.35M Buy
+76,253
New +$5.17M 0.08% 78
2020
Q1 		– Sell
-81,173
Closed -$5.86M – 119
2019
Q4 		$5.86M Sell
81,173
-45,244
-36% -$3.23M 0.09% 89
2019
Q3 		$8.88M Sell
126,417
-179
-0.1% -$12.2K 0.15% 74
2019
Q2 		$8.02M Buy
126,596
+40,290
+47% +$2.59M 0.14% 76
2019
Q1 		$5.6M Sell
86,306
-226
-0.3% -$14.5K 0.11% 84
2018
Q4 		$5.36M Buy
+86,532
New +$5.48M 0.12% 75

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Sarasin & Partners's LSI Position: Q3 2023 in Review

Sarasin & Partners sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 26,249 shares — an estimated $3.49M sold.

Sarasin & Partners first reported a position in LSI in Q4 2018 and held it in 17 quarters. The position peaked at $20.2M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Sarasin & Partners reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Sarasin & Partners sold 26,249 Life Storage, Inc. shares in Q3 2023, an estimated $3.49M.
  • Sarasin & Partners first reported a position in Life Storage, Inc. in Q4 2018 and held it in 17 quarters.
  • Sarasin & Partners's Life Storage, Inc. position peaked at $20.2M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Sarasin & Partners's 13F filing for Q3 2023, filed 5 Oct 2023.