WCM
LSI

Wedge Capital Management’s Life Storage, Inc. LSI Stock Holding History

Wedge Capital Management’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
-40,928
Closed -$5.44M – 535
2023
Q2 		$5.44M Sell
40,928
-23,131
-36% -$3.08M 0.09% 270
2023
Q1 		$8.4M Sell
64,059
-24,517
-28% -$2.84M 0.14% 204
2022
Q4 		$8.72M Buy
+88,576
New +$9.28M 0.14% 197

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

Wedge Capital Management's LSI Position: Q3 2023 in Review

Wedge Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2023, closing a stake of 40,928 shares — an estimated $5.44M sold.

Wedge Capital Management first reported a position in LSI in Q4 2022 and held it in 3 quarters. The position peaked at $8.72M in Q4 2022. 3 funds tracked by Wall St. Rank hold LSI as of Q3 2023.

  • Wedge Capital Management reported no remaining Life Storage, Inc. position as of Q3 2023 after selling out during the quarter.
  • Wedge Capital Management sold 40,928 Life Storage, Inc. shares in Q3 2023, an estimated $5.44M.
  • Wedge Capital Management first reported a position in Life Storage, Inc. in Q4 2022 and held it in 3 quarters.
  • Wedge Capital Management's Life Storage, Inc. position peaked at $8.72M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2023.

Based on Wedge Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.