Truist Financial
LSI

Truist Financial’s Life Storage, Inc. LSI Stock Holding History

Truist Financial’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
-21,988
Closed -$2.92M – 2711
2023
Q2 		$2.92M Sell
21,988
-2,141
-9% -$285K ﹤0.01% 1076
2023
Q1 		$3.16M Sell
24,129
-616
-2% -$71.3K 0.01% 1023
2022
Q4 		$2.44M Sell
24,745
-524
-2% -$54.9K ﹤0.01% 1108
2022
Q3 		$2.8M Sell
25,269
-3,457
-12% -$424K 0.01% 1011
2022
Q2 		$3.21M Buy
28,726
+115
+0.4% +$14.2K 0.01% 975
2022
Q1 		$4.02M Buy
28,611
+823
+3% +$111K 0.01% 966
2021
Q4 		$4.26M Buy
27,788
+1,090
+4% +$146K 0.01% 945
2021
Q3 		$3.06M Sell
26,698
-4,339
-14% -$516K 0.01% 1075
2021
Q2 		$3.33M Sell
31,037
-2,420
-7% -$238K 0.01% 1050
2021
Q1 		$2.88M Sell
33,457
-4,550
-12% -$378K 0.01% 1074
2020
Q4 		$3.02M Buy
38,007
+7,518
+25% +$573K 0.01% 1009
2020
Q3 		$2.14M Buy
30,489
+37
+0.1% +$2.51K ﹤0.01% 1053
2020
Q2 		$1.93M Sell
30,452
-5,499
-15% -$341K ﹤0.01% 1044
2020
Q1 		$2.27M Buy
35,951
+2,391
+7% +$171K 0.01% 933
2019
Q4 		$2.42M Buy
+33,560
New +$2.4M ﹤0.01% 1042
2015
Q3 		– Sell
-3,759
Closed -$218K – 877
2015
Q2 		$218K Sell
3,759
-1,478
-28% -$88.5K 0.01% 737
2015
Q1 		$328K Buy
5,237
+924
+21% +$57.4K 0.01% 633
2014
Q4 		$251K Sell
4,313
-336
-7% -$18.7K 0.01% 680
2014
Q3 		$230K Buy
+4,649
New +$239K 0.01% 697

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 $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Truist Financial's LSI Position: Q3 2023 in Review

Truist Financial sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 21,988 shares — an estimated $2.92M sold.

Truist Financial first reported a position in LSI in Q3 2014 and held it in 19 quarters. The position peaked at $4.26M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Truist Financial reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Truist Financial sold 21,988 Life Storage, Inc. shares in Q3 2023, an estimated $2.92M.
  • Truist Financial first reported a position in Life Storage, Inc. in Q3 2014 and held it in 19 quarters.
  • Truist Financial's Life Storage, Inc. position peaked at $4.26M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Truist Financial's 13F filing for Q3 2023, filed 14 Nov 2023.