UBS Group
LSI

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

UBS Group’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
-177,647
Closed -$23.6M – 10335
2023
Q2 		$23.6M Sell
177,647
-48,379
-21% -$6.44M 0.01% 1318
2023
Q1 		$29.6M Buy
226,026
+57,640
+34% +$6.67M 0.01% 1105
2022
Q4 		$16.6M Buy
168,386
+23,644
+16% +$2.48M 0.01% 1559
2022
Q3 		$16M Sell
144,742
-16,006
-10% -$1.96M 0.01% 1423
2022
Q2 		$17.9M Sell
160,748
-20,629
-11% -$2.55M 0.01% 1395
2022
Q1 		$25.5M Buy
181,377
+58,312
+47% +$7.85M 0.01% 1262
2021
Q4 		$18.9M Sell
123,065
-70,463
-36% -$9.41M 0.01% 1625
2021
Q3 		$22.2M Buy
193,528
+62,108
+47% +$7.39M 0.01% 1426
2021
Q2 		$14.1M Buy
131,420
+4,216
+3% +$415K ﹤0.01% 1761
2021
Q1 		$10.9M Sell
127,204
-18,773
-13% -$1.56M ﹤0.01% 1876
2020
Q4 		$11.6M Buy
145,977
+70,942
+95% +$5.4M ﹤0.01% 1739
2020
Q3 		$5.27M Sell
75,035
-16,567
-18% -$1.12M ﹤0.01% 2153
2020
Q2 		$5.8M Buy
91,602
+11,274
+14% +$699K ﹤0.01% 1925
2020
Q1 		$5.06M Sell
80,328
-102,686
-56% -$7.34M ﹤0.01% 1918
2019
Q4 		$13.2M Buy
183,014
+84,830
+86% +$6.06M ﹤0.01% 1699
2019
Q3 		$6.9M Buy
98,184
+9,465
+11% +$643K ﹤0.01% 2085
2019
Q2 		$5.62M Buy
88,719
+21,007
+31% +$1.35M ﹤0.01% 2219
2019
Q1 		$4.39M Buy
67,712
+43,046
+175% +$2.76M ﹤0.01% 2313
2018
Q4 		$1.53M Buy
24,666
+4
+0% +$254 ﹤0.01% 3299
2018
Q3 		$1.56M Sell
24,662
-32,394
-57% -$2.1M ﹤0.01% 3436
2018
Q2 		$3.7M Buy
57,056
+2,951
+5% +$178K ﹤0.01% 2600
2018
Q1 		$3.01M Sell
54,105
-28,310
-34% -$1.55M ﹤0.01% 2765
2017
Q4 		$4.89M Buy
82,415
+35,283
+75% +$2.03M ﹤0.01% 2374
2017
Q3 		$2.57M Sell
47,132
-3,030
-6% -$152K ﹤0.01% 2884
2017
Q2 		$2.48M Sell
50,162
-8,607
-15% -$447K ﹤0.01% 2810
2017
Q1 		$3.22M Sell
58,769
-12,318
-17% -$690K ﹤0.01% 2476
2016
Q4 		$4.04M Buy
71,087
+9,689
+16% +$537K ﹤0.01% 2292
2016
Q3 		$3.64M Sell
61,398
-64,685
-51% -$4.14M ﹤0.01% 2320
2016
Q2 		$8.82M Buy
126,083
+30,483
+32% +$2.21M 0.01% 1482
2016
Q1 		$7.52M Sell
95,600
-7,963
-8% -$580K 0.01% 1525
2015
Q4 		$7.41M Buy
103,563
+12,646
+14% +$846K ﹤0.01% 1645
2015
Q3 		$5.71M Buy
90,917
+28,728
+46% +$1.78M ﹤0.01% 1812
2015
Q2 		$3.6M Buy
62,189
+17,873
+40% +$1.07M ﹤0.01% 2404
2015
Q1 		$2.78M Buy
44,316
+3,756
+9% +$233K ﹤0.01% 2621
2014
Q4 		$2.36M Buy
+40,560
New +$2.26M ﹤0.01% 2746

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

UBS Group's LSI Position: Q3 2023 in Review

UBS Group sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 177,647 shares — an estimated $23.6M sold.

UBS Group first reported a position in LSI in Q4 2014 and held it in 35 quarters. The position peaked at $29.6M in Q1 2023. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • UBS Group reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • UBS Group sold 177,647 Life Storage, Inc. shares in Q3 2023, an estimated $23.6M.
  • UBS Group first reported a position in Life Storage, Inc. in Q4 2014 and held it in 35 quarters.
  • UBS Group's Life Storage, Inc. position peaked at $29.6M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on UBS Group's 13F filing for Q3 2023, filed 9 Nov 2023.