Sterling Investment Counsel’s Life Storage, Inc. LSI Stock Holding History

Sterling Investment Counsel’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	-3,087	Closed	-$410K	–	164
2023 Q2	$410K	Sell	3,087 -40	-1%	-$5.32K	0.22%	83
2023 Q1	$410K	Sell	3,127 -75	-2%	-$8.68K	0.24%	80
2022 Q4	$315K	Hold	3,202	–	–	0.19%	107
2022 Q3	$355K	Hold	3,202	–	–	0.26%	78
2022 Q2	$358K	Sell	3,202 -449	-12%	-$55.4K	0.27%	89
2022 Q1	$513K	Buy	+3,651	New	+$492K	0.35%	63

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

Sterling Investment Counsel's LSI Position: Q3 2023 in Review

Sterling Investment Counsel sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3,087 shares — an estimated $410K sold.

Sterling Investment Counsel first reported a position in LSI in Q1 2022 and held it in 6 quarters. The position peaked at $513K in Q1 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Sterling Investment Counsel reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Sterling Investment Counsel sold 3,087 Life Storage, Inc. shares in Q3 2023, an estimated $410K.
Sterling Investment Counsel first reported a position in Life Storage, Inc. in Q1 2022 and held it in 6 quarters.
Sterling Investment Counsel's Life Storage, Inc. position peaked at $513K in Q1 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Sterling Investment Counsel's 13F filing for Q3 2023, filed 19 Oct 2023.