SS
LSI

Steve Schonfeld’s Life Storage, Inc. LSI Stock Holding History

Steve Schonfeld’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
-258,530
Closed -$34.4M – 2507
2023
Q2 		$34.4M Sell
258,530
-52,407
-17% -$6.97M 0.3% 78
2023
Q1 		$40.8M Buy
310,937
+158,452
+104% +$18.3M 0.39% 49
2022
Q4 		$15M Buy
152,485
+108,843
+249% +$11.4M 0.13% 228
2022
Q3 		$4.83M Sell
43,642
-13,458
-24% -$1.65M 0.04% 539
2022
Q2 		$6.38M Buy
57,100
+13,271
+30% +$1.64M 0.06% 396
2022
Q1 		$6.15M Sell
43,829
-68,045
-61% -$9.16M 0.06% 383
2021
Q4 		$17.1M Buy
111,874
+4,708
+4% +$629K 0.16% 170
2021
Q3 		$12.3M Sell
107,166
-42,334
-28% -$5.03M 0.13% 210
2021
Q2 		$16M Buy
149,500
+50,800
+51% +$5M 0.17% 173
2021
Q1 		$8.48M Sell
98,700
-1,800
-2% -$150K 0.1% 271
2020
Q4 		$8M Buy
100,500
+97,383
+3,124% +$7.42M 0.11% 275
2020
Q3 		$219K Buy
+3,117
New +$211K ﹤0.01% 1193
2020
Q2 		– Sell
-3,300
Closed -$208K – 1619
2020
Q1 		$208K Sell
3,300
-3,503
-51% -$250K 0.01% 903
2019
Q4 		$491K Sell
6,803
-520
-7% -$37.2K 0.01% 751
2019
Q3 		$515K Buy
+7,323
New +$498K 0.02% 643
2019
Q2 		– Sell
-4,050
Closed -$262K – 1323
2019
Q1 		$262K Sell
4,050
-132
-3% -$8.46K 0.01% 875
2018
Q4 		$259K Buy
+4,182
New +$265K 0.01% 873
2018
Q3 		– Sell
-13,826
Closed -$897K – 1075
2018
Q2 		$897K Buy
+13,826
New +$835K 0.05% 409

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

Steve Schonfeld's LSI Position: Q3 2023 in Review

Steve Schonfeld sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 258,530 shares — an estimated $34.4M sold.

Steve Schonfeld first reported a position in LSI in Q2 2018 and held it in 18 quarters. The position peaked at $40.8M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Steve Schonfeld reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Steve Schonfeld sold 258,530 Life Storage, Inc. shares in Q3 2023, an estimated $34.4M.
  • Steve Schonfeld first reported a position in Life Storage, Inc. in Q2 2018 and held it in 18 quarters.
  • Steve Schonfeld's Life Storage, Inc. position peaked at $40.8M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.