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 Q2	–	Sell	-50,000	Closed	-$6.55M	–	10214
2023 Q1	$6.55M	Buy	+50,000	New	+$5.78M	﹤0.01%	2263
2017 Q2	–	Sell	-75,000	Closed	-$4.11M	–	8084
2017 Q1	$4.11M	Hold	75,000	–	–	﹤0.01%	2257
2016 Q4	$4.26M	Buy	+75,000	New	+$4.16M	﹤0.01%	2243

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 $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.