TC
LSI

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

Trium Capital’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
-64,391
Closed -$8.56K – 100
2023
Q2 		$8.56K Buy
64,391
+38,685
+150% +$5.15M 1.82% 8
2023
Q1 		$3.37M Buy
+25,706
New +$2.97M 1.17% 28

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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

Trium Capital's LSI Position: Q3 2023 in Review

Trium Capital sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 64,391 shares — an estimated $8.56K sold.

Trium Capital first reported a position in LSI in Q1 2023 and held it in 2 quarters. The position peaked at $3.37M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Trium Capital reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Trium Capital sold 64,391 Life Storage, Inc. shares in Q3 2023, an estimated $8.56K.
  • Trium Capital first reported a position in Life Storage, Inc. in Q1 2023 and held it in 2 quarters.
  • Trium Capital's Life Storage, Inc. position peaked at $3.37M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Trium Capital's 13F filing for Q3 2023, filed 6 Nov 2023.