Vanderbilt University’s Life Storage, Inc. LSI Stock Holding History

Vanderbilt University’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	-2,020	Closed	-$269K	–	63
2023 Q2	$269K	Buy	2,020 +342	+20%	+$45.5K	0.07%	39
2023 Q1	$220K	Sell	1,678 -777	-32%	-$89.9K	0.05%	40
2022 Q4	$242K	Sell	2,455 -692	-22%	-$72.5K	0.06%	33
2022 Q3	$349K	Buy	+3,147	New	+$386K	0.09%	29
2022 Q2	–	Sell	-7,080	Closed	-$994K	–	52
2022 Q1	$994K	Buy	7,080 +543	+8%	+$73.1K	0.2%	12
2021 Q4	$1M	Buy	+6,537	New	+$873K	0.21%	18

Other funds holding LSI

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Vanderbilt University's LSI Position: Q3 2023 in Review

Vanderbilt University sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,020 shares — an estimated $269K sold.

Vanderbilt University first reported a position in LSI in Q4 2021 and held it in 6 quarters. The position peaked at $1M in Q4 2021. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

Vanderbilt University reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
Vanderbilt University sold 2,020 Life Storage, Inc. shares in Q3 2023, an estimated $269K.
Vanderbilt University first reported a position in Life Storage, Inc. in Q4 2021 and held it in 6 quarters.
Vanderbilt University's Life Storage, Inc. position peaked at $1M in Q4 2021.
3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Vanderbilt University's 13F filing for Q3 2023, filed 16 Oct 2023.