Smithfield Trust’s Life Storage, Inc. LSI Stock Holding History

Smithfield Trust’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	-130	Closed	-$17K	–	1046
2023 Q2	$17K	Hold	130	–	–	﹤0.01%	728
2023 Q1	$17K	Hold	130	–	–	﹤0.01%	699
2022 Q4	$13K	Hold	130	–	–	﹤0.01%	736
2022 Q3	$14K	Hold	130	–	–	﹤0.01%	715
2022 Q2	$14K	Hold	130	–	–	﹤0.01%	749
2022 Q1	$18K	Hold	130	–	–	﹤0.01%	726
2021 Q4	$20K	Hold	130	–	–	﹤0.01%	718
2021 Q3	$15K	Hold	130	–	–	﹤0.01%	767
2021 Q2	$14K	Hold	130	–	–	﹤0.01%	768
2021 Q1	$11K	Sell	130 -20	-13%	-$1.66K	﹤0.01%	828
2020 Q4	$12K	Hold	150	–	–	﹤0.01%	782
2020 Q3	$10K	Buy	150 +52	+53%	+$3.52K	﹤0.01%	780
2020 Q2	$6K	Buy	+98	New	+$6.08K	﹤0.01%	840

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

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

Smithfield Trust's LSI Position: Q3 2023 in Review

Smithfield Trust sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 130 shares — an estimated $17K sold.

Smithfield Trust first reported a position in LSI in Q2 2020 and held it in 13 quarters. The position peaked at $20K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Smithfield Trust reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Smithfield Trust sold 130 Life Storage, Inc. shares in Q3 2023, an estimated $17K.
Smithfield Trust first reported a position in Life Storage, Inc. in Q2 2020 and held it in 13 quarters.
Smithfield Trust's Life Storage, Inc. position peaked at $20K in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Smithfield Trust's 13F filing for Q3 2023, filed 6 Nov 2023.