UB
LSI

UMB Bank’s Life Storage, Inc. LSI Stock Holding History

UMB Bank’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
-529
Closed -$70.3K – 1763
2023
Q2 		$70.3K Hold
529
– – ﹤0.01% 767
2023
Q1 		$69.3K Hold
529
– – ﹤0.01% 768
2022
Q4 		$52K Hold
529
– – ﹤0.01% 838
2022
Q3 		$59K Sell
529
-13
-2% -$1.59K ﹤0.01% 834
2022
Q2 		$60K Hold
542
– – ﹤0.01% 865
2022
Q1 		$77K Hold
542
– – ﹤0.01% 834
2021
Q4 		$83K Buy
+542
New +$72.4K ﹤0.01% 847

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

UMB Bank's LSI Position: Q3 2023 in Review

UMB Bank sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 529 shares — an estimated $70.3K sold.

UMB Bank first reported a position in LSI in Q4 2021 and held it in 7 quarters. The position peaked at $83K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • UMB Bank reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • UMB Bank sold 529 Life Storage, Inc. shares in Q3 2023, an estimated $70.3K.
  • UMB Bank first reported a position in Life Storage, Inc. in Q4 2021 and held it in 7 quarters.
  • UMB Bank's Life Storage, Inc. position peaked at $83K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on UMB Bank's 13F filing for Q3 2023, filed 18 Oct 2023.