SFI
LSI

Susquehanna Fundamental Investments’s Life Storage, Inc. LSI Stock Holding History

Susquehanna Fundamental Investments’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
-85,218
Closed -$11.3M – 631
2023
Q2 		$11.3M Sell
85,218
-18,100
-18% -$2.41M 0.41% 68
2023
Q1 		$13.5M Hold
103,318
– – 0.32% 84
2022
Q4 		$10.2M Buy
103,318
+46,201
+81% +$4.84M 0.18% 168
2022
Q3 		$6.33M Buy
+57,117
New +$7.01M 0.11% 261
2022
Q1 		$1.01M Sell
7,185
-12,391
-63% -$1.67M 0.02% 837
2021
Q4 		$3M Sell
19,576
-66,548
-77% -$8.89M 0.08% 313
2021
Q3 		$9.88M Sell
86,124
-10,500
-11% -$1.25M 0.18% 143
2021
Q2 		$10.4M Hold
96,624
– – 0.19% 130
2021
Q1 		$8.3M Buy
96,624
+3,406
+4% +$283K 0.14% 193
2020
Q4 		$7.42M Buy
93,218
+82,718
+788% +$6.3M 0.14% 207
2020
Q3 		$737K Buy
+10,500
New +$712K 0.02% 746

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

Susquehanna Fundamental Investments's LSI Position: Q3 2023 in Review

Susquehanna Fundamental Investments sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 85,218 shares — an estimated $11.3M sold.

Susquehanna Fundamental Investments first reported a position in LSI in Q3 2020 and held it in 11 quarters. The position peaked at $13.5M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Susquehanna Fundamental Investments reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 85,218 Life Storage, Inc. shares in Q3 2023, an estimated $11.3M.
  • Susquehanna Fundamental Investments first reported a position in Life Storage, Inc. in Q3 2020 and held it in 11 quarters.
  • Susquehanna Fundamental Investments's Life Storage, Inc. position peaked at $13.5M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q3 2023, filed 14 Nov 2023.