SAM
LSI

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

Silvercrest 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
-413,873
Closed -$55M – 874
2023
Q2 		$55M Buy
413,873
+38,367
+10% +$5.1M 0.39% 99
2023
Q1 		$49.2M Buy
375,506
+61,816
+20% +$7.15M 0.37% 101
2022
Q4 		$30.9M Buy
+313,690
New +$32.9M 0.24% 130

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 $9.54B AUM 19.86% 1-Year Est. Return

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

Silvercrest Asset Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 413,873 shares — an estimated $55M sold.

Silvercrest Asset Management first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $55M in Q2 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Silvercrest Asset Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Silvercrest Asset Management sold 413,873 Life Storage, Inc. shares in Q3 2023, an estimated $55M.
  • Silvercrest Asset Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • Silvercrest Asset Management's Life Storage, Inc. position peaked at $55M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

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