Stonebridge Capital Advisors’s Life Storage, Inc. LSI Stock Holding History

Stonebridge Capital Advisors’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	-18	Closed	-$2.39K	–	1015
2023 Q2	$2.39K	Hold	18	–	–	﹤0.01%	799
2023 Q1	$2.36K	Hold	18	–	–	﹤0.01%	795
2022 Q4	$1.77K	Sell	18 -15	-45%	-$1.57K	﹤0.01%	819
2022 Q3	$4K	Buy	33 +15	+83%	+$1.84K	﹤0.01%	724
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	844
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	871
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	833
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	863
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	830
2021 Q1	$2K	Buy	+18	New	+$1.5K	﹤0.01%	875

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

Stonebridge Capital Advisors's LSI Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 18 shares — an estimated $2.39K sold.

Stonebridge Capital Advisors first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $4K in Q3 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Stonebridge Capital Advisors reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 18 Life Storage, Inc. shares in Q3 2023, an estimated $2.39K.
Stonebridge Capital Advisors first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
Stonebridge Capital Advisors's Life Storage, Inc. position peaked at $4K in Q3 2022.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.