UBS AM
LSI

UBS AM’s Life Storage, Inc. LSI Stock Holding History

UBS AM’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
-531,251
Closed -$69.6M – 2737
2023
Q2 		$69.6M Hold
531,251
– – 0.03% 477
2023
Q1 		$69.6M Sell
531,251
-135
-0% -$15.6K 0.03% 477
2022
Q4 		$52.3M Buy
531,386
+53,243
+11% +$5.58M 0.03% 526
2022
Q3 		$53M Buy
478,143
+5,399
+1% +$663K 0.03% 521
2022
Q2 		$52.8M Sell
472,744
-8,745
-2% -$1.08M 0.03% 536
2022
Q1 		$67.6M Buy
481,489
+1,538
+0.3% +$207K 0.03% 535
2021
Q4 		$73.5M Buy
479,951
+26,017
+6% +$3.48M 0.03% 553
2021
Q3 		$52.1M Buy
453,934
+43,822
+11% +$5.21M 0.02% 609
2021
Q2 		$44M Sell
410,112
-8,698
-2% -$856K 0.02% 664
2021
Q1 		$36M Sell
418,810
-106,886
-20% -$8.89M 0.02% 704
2020
Q4 		$41.8M Buy
525,696
+74,010
+16% +$5.64M 0.02% 654
2020
Q3 		$31.7M Buy
451,686
+24,322
+6% +$1.65M 0.02% 643
2020
Q2 		$27.1M Buy
427,364
+59,709
+16% +$3.7M 0.02% 650
2020
Q1 		$23.2M Buy
367,655
+40,476
+12% +$2.89M 0.02% 632
2019
Q4 		$23.6M Buy
327,179
+37,998
+13% +$2.72M 0.01% 732
2019
Q3 		$20.3M Buy
289,181
+41,093
+17% +$2.79M 0.01% 762
2019
Q2 		$15.7M Buy
248,088
+4,686
+2% +$301K 0.01% 827
2019
Q1 		$15.8M Sell
243,402
-24,156
-9% -$1.55M 0.01% 804
2018
Q4 		$16.6M Buy
267,558
+28,866
+12% +$1.83M 0.01% 746
2018
Q3 		$15.1M Buy
238,692
+9,394
+4% +$609K 0.01% 836
2018
Q2 		$14.9M Buy
229,298
+2,100
+0.9% +$127K 0.01% 847
2018
Q1 		$12.7M Buy
227,198
+48,938
+27% +$2.67M 0.01% 869
2017
Q4 		$10.6M Buy
178,260
+18,595
+12% +$1.07M 0.01% 909
2017
Q3 		$8.71M Buy
159,665
+3,344
+2% +$168K 0.01% 931
2017
Q2 		$7.72M Buy
156,321
+21,442
+16% +$1.11M 0.01% 945
2017
Q1 		$7.38M Buy
134,879
+21,935
+19% +$1.23M 0.01% 954
2016
Q4 		$6.42M Sell
112,944
-2,204
-2% -$122K 0.01% 949
2016
Q3 		$6.83M Sell
115,148
-156,756
-58% -$10M 0.01% 958
2016
Q2 		$19M Buy
271,904
+78,476
+41% +$5.7M 0.02% 695
2016
Q1 		$15.2M Sell
193,428
-23,136
-11% -$1.68M 0.02% 748
2015
Q4 		$15.5M Buy
216,564
+3,706
+2% +$248K 0.02% 756
2015
Q3 		$13.4M Buy
212,858
+29,177
+16% +$1.8M 0.01% 796
2015
Q2 		$10.6M Sell
183,681
-32,430
-15% -$1.94M 0.01% 873
2015
Q1 		$13.5M Sell
216,111
-18,620
-8% -$1.16M 0.01% 799
2014
Q4 		$13.7M Buy
234,731
+7,650
+3% +$426K 0.01% 798
2014
Q3 		$11.3M Sell
227,081
-29,956
-12% -$1.54M 0.01% 803
2014
Q2 		$13.2M Buy
257,037
+192,622
+299% +$9.75M 0.01% 772
2014
Q1 		$3.15M Buy
64,415
+1,953
+3% +$91.1K ﹤0.01% 1162
2013
Q4 		$2.71M Buy
62,462
+1,200
+2% +$56.6K ﹤0.01% 1160
2013
Q3 		$3.09M Sell
61,262
-4,800
-7% -$225K ﹤0.01% 1094
2013
Q2 		$2.85M Buy
+66,062
New +$2.92M ﹤0.01% 1101

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 $8.74B AUM 14.62% 1-Year Est. Return

UBS AM's LSI Position: Q3 2023 in Review

UBS AM sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 531,251 shares — an estimated $69.6M sold.

UBS AM first reported a position in LSI in Q2 2013 and held it in 41 quarters. The position peaked at $73.5M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • UBS AM reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • UBS AM sold 531,251 Life Storage, Inc. shares in Q3 2023, an estimated $69.6M.
  • UBS AM first reported a position in Life Storage, Inc. in Q2 2013 and held it in 41 quarters.
  • UBS AM's Life Storage, Inc. position peaked at $73.5M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on UBS AM's 13F filing for Q3 2023, filed 13 Nov 2023.