SAM
LSI

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

Shell 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
-6,525
Closed -$868K – 1295
2023
Q2 		$868K Buy
6,525
+3,102
+91% +$413K 0.03% 406
2023
Q1 		$449K Sell
3,423
-12
-0.3% -$1.39K 0.02% 604
2022
Q4 		$338K Sell
3,435
-702
-17% -$73.5K 0.01% 720
2022
Q3 		$458K Sell
4,137
-1,079
-21% -$132K 0.02% 609
2022
Q2 		$582K Buy
5,216
+505
+11% +$62.3K 0.02% 634
2022
Q1 		$662K Sell
4,711
-692
-13% -$93.2K 0.02% 668
2021
Q4 		$828K Buy
5,403
+17
+0.3% +$2.27K 0.02% 657
2021
Q3 		$618K Buy
5,386
+773
+17% +$91.9K 0.01% 767
2021
Q2 		$495K Buy
4,613
+250
+6% +$24.6K 0.01% 923
2021
Q1 		$375K Sell
4,363
-1
-0% -$83 0.01% 964
2020
Q4 		$347K Buy
4,364
+1,950
+81% +$149K 0.01% 947
2020
Q3 		$169K Hold
2,414
– – ﹤0.01% 1074
2020
Q2 		$153K Buy
+2,414
New +$150K ﹤0.01% 1080

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

Shell Asset Management's LSI Position: Q3 2023 in Review

Shell Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 6,525 shares — an estimated $868K sold.

Shell Asset Management first reported a position in LSI in Q2 2020 and held it in 13 quarters. The position peaked at $868K in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Shell Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Shell Asset Management sold 6,525 Life Storage, Inc. shares in Q3 2023, an estimated $868K.
  • Shell Asset Management first reported a position in Life Storage, Inc. in Q2 2020 and held it in 13 quarters.
  • Shell Asset Management's Life Storage, Inc. position peaked at $868K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Shell Asset Management's 13F filing for Q3 2023, filed 8 Nov 2023.