Shelton Capital Management’s Life Storage, Inc. LSI Stock Holding History

Shelton Capital 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	-4,073	Closed	-$542K	–	755
2023 Q2	$542K	Sell	4,073 -196	-5%	-$26.1K	0.02%	317
2023 Q1	$560K	Sell	4,269 -97	-2%	-$11.2K	0.02%	290
2022 Q4	$430K	Hold	4,366	–	–	0.05%	302
2022 Q3	$484K	Hold	4,366	–	–	0.02%	314
2022 Q2	$488K	Hold	4,366	–	–	0.02%	327
2022 Q1	$613K	Buy	4,366 +289	+7%	+$38.9K	0.02%	326
2021 Q4	$625K	Hold	4,077	–	–	0.02%	321
2021 Q3	$468K	Hold	4,077	–	–	0.02%	376
2021 Q2	$438K	Hold	4,077	–	–	0.02%	414
2021 Q1	$350K	Hold	4,077	–	–	0.01%	494
2020 Q4	$325K	Hold	4,077	–	–	0.01%	466
2020 Q3	$286K	Hold	4,077	–	–	0.01%	559
2020 Q2	$258K	Sell	4,077 -368	-8%	-$22.8K	0.01%	497
2020 Q1	$280K	Sell	4,445 -216	-5%	-$15.4K	0.02%	418
2019 Q4	$336K	Hold	4,661	–	–	0.02%	481
2019 Q3	$328K	Sell	4,661 -274	-6%	-$18.6K	0.02%	488
2019 Q2	$313K	Buy	4,935 +4,455	+928%	+$286K	0.02%	508
2019 Q1	$3.29K	Sell	480 -4,455	-90%	-$285K	0.01%	695
2018 Q4	$306K	Hold	4,935	–	–	0.02%	473
2018 Q3	$313K	Hold	4,935	–	–	0.02%	566
2018 Q2	$320K	Hold	4,935	–	–	0.02%	533
2018 Q1	$275K	Buy	+4,935	New	+$270K	0.02%	598
2017 Q3	–	Sell	-5,157	Closed	-$255K	–	883
2017 Q2	$255K	Hold	5,157	–	–	0.02%	668
2017 Q1	$282K	Hold	5,157	–	–	0.02%	606
2016 Q4	$293K	Hold	5,157	–	–	0.02%	627
2016 Q3	$306K	Hold	5,157	–	–	0.03%	562
2016 Q2	$361K	Hold	5,157	–	–	0.03%	482
2016 Q1	$406K	Buy	5,157 +1,264	+32%	+$92K	0.04%	435
2015 Q4	$278K	Hold	3,893	–	–	0.03%	578
2015 Q3	$245K	Hold	3,893	–	–	0.03%	615
2015 Q2	$226K	Hold	3,893	–	–	0.02%	700
2015 Q1	$244K	Hold	3,893	–	–	0.03%	693
2014 Q4	$226K	Buy	+3,893	New	+$217K	0.03%	707
2014 Q3	–	Sell	-3,893	Closed	-$200K	–	791
2014 Q2	$200K	Buy	+3,893	New	+$197K	0.03%	769

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

Shelton Capital Management's LSI Position: Q3 2023 in Review

Shelton Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 4,073 shares — an estimated $542K sold.

Shelton Capital Management first reported a position in LSI in Q2 2014 and held it in 34 quarters. The position peaked at $625K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Shelton Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Shelton Capital Management sold 4,073 Life Storage, Inc. shares in Q3 2023, an estimated $542K.
Shelton Capital Management first reported a position in Life Storage, Inc. in Q2 2014 and held it in 34 quarters.
Shelton Capital Management's Life Storage, Inc. position peaked at $625K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Shelton Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.