UFF
LSI

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

USA Financial Formulas’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
-3
Closed -$399 – 555
2023
Q2 		$399 Hold
3
– – ﹤0.01% 454
2023
Q1 		$393 Buy
+3
New +$347 ﹤0.01% 383
2022
Q3 		$0 Hold
3
– – ﹤0.01% 446
2022
Q2 		$0 Hold
3
– – ﹤0.01% 470
2022
Q1 		$0 Sell
3
-2,282
-100% -$307K ﹤0.01% 519
2021
Q4 		$350K Sell
2,285
-674
-23% -$90K 0.3% 78
2021
Q3 		$340K Buy
+2,959
New +$352K 0.3% 101
2016
Q2 		– Sell
-4,397
Closed -$346K – 230
2016
Q1 		$346K Buy
+4,397
New +$320K 0.11% 61

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

USA Financial Formulas's LSI Position: Q3 2023 in Review

USA Financial Formulas sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 3 shares — an estimated $399 sold.

USA Financial Formulas first reported a position in LSI in Q1 2016 and held it in 8 quarters. The position peaked at $350K in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • USA Financial Formulas reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • USA Financial Formulas sold 3 Life Storage, Inc. shares in Q3 2023, an estimated $399.
  • USA Financial Formulas first reported a position in Life Storage, Inc. in Q1 2016 and held it in 8 quarters.
  • USA Financial Formulas's Life Storage, Inc. position peaked at $350K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on USA Financial Formulas's 13F filing for Q3 2023, filed 27 Nov 2023.