Swedbank’s Life Storage, Inc. LSI Stock Holding History

Swedbank’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	-166,000	Closed	-$22.1M	–	729
2023 Q2	$22.1M	Hold	166,000	–	–	0.04%	296
2023 Q1	$21.8M	Hold	166,000	–	–	0.04%	297
2022 Q4	$16.4M	Hold	166,000	–	–	0.04%	346
2022 Q3	$18.4M	Hold	166,000	–	–	0.04%	313
2022 Q2	$18.5M	Hold	166,000	–	–	0.04%	306
2022 Q1	$23.3M	Hold	166,000	–	–	0.04%	307
2021 Q4	$25.2M	Hold	166,000	–	–	0.04%	302
2021 Q3	$19M	Buy	166,000 +21,000	+14%	+$2.5M	0.04%	356
2021 Q2	$15.6M	Buy	145,000 +55,000	+61%	+$5.41M	0.03%	394
2021 Q1	$7.74M	Buy	+90,000	New	+$7.48M	0.02%	501

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

Swedbank's LSI Position: Q3 2023 in Review

Swedbank sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 166,000 shares — an estimated $22.1M sold.

Swedbank first reported a position in LSI in Q1 2021 and held it in 10 quarters. The position peaked at $25.2M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Swedbank reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Swedbank sold 166,000 Life Storage, Inc. shares in Q3 2023, an estimated $22.1M.
Swedbank first reported a position in Life Storage, Inc. in Q1 2021 and held it in 10 quarters.
Swedbank's Life Storage, Inc. position peaked at $25.2M in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Swedbank's 13F filing for Q3 2023, filed 6 Dec 2024.