VAS
LSI

Vestmark Advisory Solutions’s Life Storage, Inc. LSI Stock Holding History

Vestmark Advisory Solutions’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
-1,839
Closed -$245K – 909
2023
Q2 		$245K Sell
1,839
-24
-1% -$3.19K 0.01% 773
2023
Q1 		$244K Buy
+1,863
New +$216K 0.01% 757
2022
Q4 		– Sell
-1,836
Closed -$203K – 887
2022
Q3 		$203K Sell
1,836
-102
-5% -$12.5K 0.01% 781
2022
Q2 		$216K Buy
1,938
+296
+18% +$36.5K 0.01% 793
2022
Q1 		$231K Buy
1,642
+48
+3% +$6.46K 0.01% 807
2021
Q4 		$244K Buy
+1,594
New +$213K 0.01% 774
2021
Q1 		– Sell
-3,387
Closed -$270K – 756
2020
Q4 		$270K Buy
3,387
+202
+6% +$15.4K 0.03% 504
2020
Q3 		$223K Buy
+3,185
New +$216K 0.03% 507

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

Vestmark Advisory Solutions's LSI Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 1,839 shares — an estimated $245K sold.

Vestmark Advisory Solutions first reported a position in LSI in Q3 2020 and held it in 8 quarters. The position peaked at $270K in Q4 2020. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 1,839 Life Storage, Inc. shares in Q3 2023, an estimated $245K.
  • Vestmark Advisory Solutions first reported a position in Life Storage, Inc. in Q3 2020 and held it in 8 quarters.
  • Vestmark Advisory Solutions's Life Storage, Inc. position peaked at $270K in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.