V
LSI

Veritable’s Life Storage, Inc. LSI Stock Holding History

Veritable’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
-2,490
Closed -$331K – 890
2023
Q2 		$331K Buy
2,490
+51
+2% +$6.78K 0.01% 666
2023
Q1 		$320K Buy
2,439
+159
+7% +$18.4K 0.01% 670
2022
Q4 		$225K Buy
+2,280
New +$239K ﹤0.01% 768
2022
Q2 		– Sell
-1,683
Closed -$236K – 977
2022
Q1 		$236K Buy
1,683
+39
+2% +$5.25K ﹤0.01% 802
2021
Q4 		$252K Buy
+1,644
New +$220K ﹤0.01% 785
2020
Q3 		– Sell
-10,683
Closed -$676K – 792
2020
Q2 		$676K Buy
10,683
+291
+3% +$18K 0.01% 394
2020
Q1 		$655K Buy
10,392
+2,722
+35% +$195K 0.02% 392
2019
Q4 		$554K Buy
+7,670
New +$548K 0.01% 508
2018
Q1 		– Sell
-3,707
Closed -$220K – 837
2017
Q4 		$220K Buy
+3,707
New +$213K ﹤0.01% 738
2016
Q4 		– Sell
-4,425
Closed -$262K – 777
2016
Q3 		$262K Sell
4,425
-636
-13% -$40.7K 0.01% 627
2016
Q2 		$354K Buy
+5,061
New +$368K 0.01% 526

Other funds holding LSI

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 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

Veritable's LSI Position: Q3 2023 in Review

Veritable sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 2,490 shares — an estimated $331K sold.

Veritable first reported a position in LSI in Q2 2016 and held it in 11 quarters. The position peaked at $676K in Q2 2020. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Veritable reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 2,490 Life Storage, Inc. shares in Q3 2023, an estimated $331K.
  • Veritable first reported a position in Life Storage, Inc. in Q2 2016 and held it in 11 quarters.
  • Veritable's Life Storage, Inc. position peaked at $676K in Q2 2020.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.